Walking through the review creation and review process

You can use this section to understand how to use the GlobalCorp solution template and get an idea of how to implement the Managed Review & Approval Solution Accelerator for your organization.

The source code is provided with the solution template. You can use it as a basis to start the development of your solution. (See Customizing the Solution Template for Managed Review & Approval Solution Accelerator and Installed files for the Managed Review & Approval Accelerator .)

Scenario

GlobalCorp, has a design review and approval workflow, named GC-ENG-100-001 to review engineering designs before releasing them to manufacturing. The workflow consists of a review stage (five days) and an approval stage (two days). In the review stage, designs are reviewed collaboratively by whomever the review initiator chooses. After the review completes, the design immediately routes to Alex Pink for approval. In the approval stage, Alex Pink, the chief engineer applies a digital signature to approve the design. After the review completes, Alex can refer to the design document as necessary.

Conrad Simms is the owner of the review and approval process. Conrad is a process manager. He creates a review template to automate the GC-ENG-100-001 process. Each review must include a support document called DesignReviewPolicies.doc.

Tony Blue is new to the GlobalCorp and is submitting his first design document. The file name is MyFirstDesign.doc. Supervising managers review all designs made by their subordinates. Rye Woodard is Tony’s supervising manager.

Walkthrough of creating managed review and approval process

  1. Creating a review template using the GlobalCorp solution template as Conrad Simms.

  2. Initiating a review using the newly created review template as Tony Blue.

  3. Reviewing the content in Workspace as Rye Woodard.

  4. Approving the content in Workspace as Alex Pink.

  5. Viewing the reviewed document with comments and review artifacts in the GlobalCorp solution template or optionally in Contentspace as Alex Pink.

// Ethnio survey code removed