Create a review template as Conrad Simms

  1. In a web browser, access the GlobalCorp solution template at http://<livecycle server name>:<port>//reviewportal. For example, http://localhost:8080/reviewportal.

  2. In the Username box, type csimms and, in the Password box, type password .

  3. Click Templates and then click the New .

  4. In the Template Definition page, provide the following information and click Next :

    • In the Template Name box, type Global Corp. Design Review and Approval .

    • In the Regulation (SOP) box, type GC-ENG-100-001 .

    • In the Description box, type Review and Approval process for all engineering designs .

    • Because the approval stage is starts immediately after the review stage, select the Enable Straight-through Processing check box.

    • Ensure the Active check box selected so the template is available for use after it is saved.

    The following illustration shows the Template Definition page.

    View full size graphic
    Template Definition page in GlobalCorp solution template.
  5. In the Commenting page, select Reviewers Can View Comments Made By Others Within The Stage Only .

    1. In the Define Type list, select Parallel Review .

    2. In the Name box, type Collaborative Design Review , and click Create .

    3. In the Expected Stage Duration box, type 5 .

    4. Click Next .

    5. Click Add New Stage .

  6. In the Stage Building page, complete the following steps to create an approval stage

    1. In the Define Type list, select Serial Approval .

    2. In the Name box, type Design Approval , and click Create .

    3. In the Expected Stage Duration box, type 2 .

    4. Select Enable Reminders option and select 1 day before the stage duration ends.

    5. In the Signature box, select Client-Side , and click Next .

    6. In the Design Approval:Approvers review stage, type alex and click Search .

    7. In the Search Results list, select Alex Pink , click Add Approver , and then click Next .

  7. In the Supporting documents page, click Browse .

  8. In the Select File To Upload by <livecycle server name>, navigate and select a file, and click Open . For example, select a file named DesignReviewPolicies.doc.

  9. Click Attach and then click Next .

  10. In the Configuration page, from the Approval Routing Slip list, select Managed ReviewAndApproval-Sample/processes/Approval Routing Slip Creation , and then click Next .

  11. In the Audit Levels page, select Level 2 and click Select .

  12. Click Finish .

  13. Click Logout .

// Ethnio survey code removed