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Document reviews and approvals

Assign document reviewers, track review deadlines and keep decisions with the document. Make the next review responsibility visible.

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Scenario#

A team submits a working policy for review, follows up with the assigned reviewer and checks the decision before using the updated guidance.

Steps#

  1. Prepare the review

    Check the document and choose the appropriate review process. Give reviewers enough context to understand the decision being requested.

  2. Follow reviewer progress

    Use the available review status and deadline information to see what remains. Keep review discussion associated with the document.

  3. Keep the outcome

    Record the review decision through the supported workflow. Return to the document and its history when the next change needs to be considered.

See Document reviews and approvals on the product site

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