User story for reviewing content

Narrative

After a review has been initiated, participants are notified by email that they have an approval task to complete in Workspace. Review participants also receive emails that provide information about actions that occur during a review. For example, in a review stage, participants receive email when another reviewer has been added.

Reviewers can participant in a review stage that a review initiator or moderator has added them to. Reviewers use Workspace to participate in and complete reviews. Alternatively, they can use email and click links in the email to indicate that the review is complete.

When reviewing content, reviewers provide comments using Adobe Acrobat or Adobe Reader. Reviewers typically log in to Workspace and can provide review comments and then click Mark Review Complete to complete their task.

Estimated time to implement

No implementation time is required to implement this story because the Solution Accelerator provides the mechanisms for reviewing content.

The following are configuration and deployment options for review workflows that require additional implementation time:

  • Configure how reviews execute in the review template. Optionally, a review tracking sheet can be attached to the review content (See User stories for creating review templates .)

  • Add and configure users in your organization using Adobe User Management to participate in reviews. Each user must be configured with the RCA User role and an email address. For existing users in LiveCycle, time is required to add the user roles for each user profile.

  • Create and modify a review tracking sheet (RTS).

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.

Common questions to ask to clarify requirements

  • How do you want users to review and complete reviews? In Workspace or using email?

Requirements addressed

  • Provide a collaborative experience where users can see the comments of others during a review and add comments to a review document.

  • Provide a mechanism to users to complete reviews.

Implementation overview

Reviewing functionality is provided with the Solution Accelerator and uses Acrobat Shared Review. JavaScript is added to the PDF document to enable commenting. (See Understanding Acrobat shared reviews .)

You participate in reviews using Acrobat or Adobe Reader in Workspace. You can add comments to the review document as show in the following illustration.

View full size graphic
Adding comments using Adobe Reader or Acrobat in Workspace.

Note: Reviewers are required to use Acrobat or Adobe Reader 9.2 or later. They must configure Acrobat or Adobe Reader to use the same email address as configured in Adobe User Management. (See Configure Adobe Acrobat or Adobe Reader with an email address .)

Tools used

  • Web browser with Flash Player 9 or later.

  • Workspace and email to participate in review and approval tasks.

  • Adobe Reader or Adobe Reader 9.2 or later for users to add comments and apply digital signatures.

  • LiveCycle Administration Console to configure users with email addresses and user roles. (See Review and approval personas and user roles .)

Team members and skill sets

  • Configure user profiles with email addresses and user roles. (IT Staff)

Best practices, tips, and tricks

When you want reviews to display with additional buttons, it is necessary to create a custom task and configure the review template to use it. (See User story for extending review template functionality .)

When you deploy your solutions in an environment where LiveCycle is new, consider allowing users the option to complete review tasks using email to ease migration. (See Alternate tools for interacting with processes in LiveCycle Workbench 9.5 Help . )

// Ethnio survey code removed