Understanding Managed Review & Approval user stories

Though most implementations tend to be more iterative in nature, it is recommended that you follow the suggested user story flow. Most stories are broad and can consist of substories.

When you are ready to implement the Solution Accelerator, use the following flow diagram as a guideline.

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User story flow diagram

Complete the user stories in the flow diagram in the following order:

  1. Create a review template: In order to manage a review and approval workflow, template authors create a review template in the GlobalCorp solution template. The review template maps the workflow to the required participate and the duration of each stage of the review. (See User stories for creating review templates .)

  2. Initiate the review: Using a review template, a review initiator starts a review using a review template. (See User stories for initiating reviews .)

  3. The following user stories execute in parallel and in an iterative fashion:

    • Review the content: Reviewers review the content and add comments using Acrobat or Adobe Reader from within Workspace, or using email. (See User story for reviewing content .)

    • Approve the content: Approvers review and approve the content using Acrobat or Adobe Reader from within Workspace or email. Approvals can require simple click-through approval or require that approvers provide a digital signature, such as a PKI signature. (See User stories for approving content .)

    • Manage the review: Review initiators and moderators can manage the review in the solution template to revise the review and manage the scheduling. (See User stories for managing reviews .)

  4. Complete the review: After the review completes, reviews are stored and archived for later retrieval. Audits reports can be generated to monitor reviews for compliancy. (See User stories for completing reviews .)

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