Managed Review & Approval Solution Accelerator Concepts and Technologies

In the Managed Review & Approval Solution Accelerator 9.5, reviews are started using a review template. The term review is used to encapsulate processes that contain approval stages, review stages, or both.

The review template defines a review and approval process. It defines the stages in a review, review participants, review duration, supporting documents, and other parameters for a review. The Solution Accelerator creates a means for business users to generate review templates in a web browser environment rather than a development tool. Review participants can include reviewers, approvers, or moderators who contribute to the review. Reviews consist of one or more stages, for example, a review stage and an approval stage.

Participants complete their tasks by using LiveCycle Workspace 9 and Adobe Reader or Adobe Acrobat to add comments and apply digital signatures to reviews.

Reviewers are connected to the review using Acrobat Shared Review, which stores content provided in a review zone . A review zone is provided by a component of the Review, Commenting, and Approval building block 9.5 called a review zone provider. The review zone is used to store reviews, review documents, supporting documents, and other review artifacts.

Review initiators and moderators manage reviews to ensure that they run to completion. After a review completes, reviewers can retrieve the reviewed and approved content and other review artifacts. Optional retention polices can be enforced and applicable archival procedures applied to the review assets. At any time during the process, a review can be audited for compliancy.

It is necessary for you to understand reviews, stages, and review templates to understand how review and approval processes function.