User story for initiating reviews using the solution template and Workspace

Narrative

You can use the GlobalCorp solution template and Workspace to initiate a review after you have created a review template.

Estimated time to implement

To implement this story, expect to spend 10-15 minutes. The solution template and Workspace provide a mechanism for you to quickly initiate reviews once you have a review template.

Note: The time to implement the story depends on the skill sets of your staff and how well you know your requirements. The estimates are broad guidelines and differ for each organization.

Implementation overview

Using a web browser, log in to the GlobalCorp solution template using a user profile that has the RCA Review Initiator role. As the review initiator, in the Initiate Review tab, complete the following tasks:

  1. Select a review template to initiate a review.

  2. Provide a title and description for the review.

  3. Add reviewers, approvers, and moderators as required for each stage.

  4. Specify supporting documents to add to the review.

  5. Specify one or more documents to add to the review.

You can use the same steps in Workspace. Instead of using the Initiate Review tab, in the Start Process tab, initiate the review using the Initiate Review card.

The following illustration shows the Initiate Review tab in the solution template, which is a Flex application. Use the functionality provided in the Initiate Review tab to initiate reviews.

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Initiate a review in the GlobalCorp solution template.

In Workspace, you can also initiate reviews using the Start Process tab as shown in the following illustration:

View full size graphic
Initiating a review using Workspace

Tools used

A web browser with Flash Player 9 or later.

Team members and skill sets

Using web applications and understanding business processes. (Business Analyst or business user.)

// Ethnio survey code removed