Overview of the Managed Review & Approval Solution Accelerator

The Managed Review & Approval Solution Accelerator 9.5 supports a fully automated structured review and approval system. The solution accelerator supports a workflow that can be divided into six distinct phases as shown in the following illustration:

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Overview of phases of using Managed Review & Approval Solution Accelerator

1. Development and planning of a managed review and approval solution. It is necessary to install the Solution Accelerator, a development environment, and plan the requirements of running review and approval processes. Requirements can range from determining auditing, integration of automated processes, and user configuration requirements.

2. Create a review template to automate review and approval processes. In this stage, business users define the parameters of the review without IT involvement. (See Understanding review templates .) The solution template provides a mechanism to define reviews of varying complexity without development tools.

   Usually, a subject matter expert or business owner creates the review template based on standard operating procedures. Typically, an organization or regulations that govern the organization create these procedures.

3. A business user can start a review workflow. The business user determines the content to send for review and who to include in the review. The review template determines the stages in the review, the duration of each stage, and the participants to involve in the review and approval of content. (See Understanding review and approval stages .)

4. The system automatically routes the document to participants and provides a collaborative, secure environment to add comments. Document versions are captured along with comments, and a real-time dashboard and reminders can be used to keep the review on track.

5. Typically, after a review workflow completes, an approval workflow starts. Participants can perform simple click-through approvals or apply digital signatures when they approve content. (See Understanding review and approval stages .)

6. The completion and delivery of the reviewed and approved content. At the end of a review and approval workflow, the system delivers a comprehensive audit trail. All review documents, with comments and versions are securely stored.

The Solution Accelerator helps to improve collaboration and simplify the management of the review stages, but allows business users to control review and approval workflow.