User story for extending review template functionality

Whether you create review templates using the GlobalCorp solution template or manually, the same development effort is required to extend the review template to:

• Integrate custom processes.

• Modify how tasks are assigned to participants.

• Add approval routing slips (ARS) and review tracking sheets (RTS).

• Add custom attributes to review templates to enhance searching.

Depending on the size of your organization, numerous reviews can occur. You can add additional metadata to the reviews, such as key words, the name of review documents, and the name of the review initiator. Adding this metadata facilitates searching.

Review stages function in a standard manner. You can create custom tasks to add buttons to tasks that are displayed to participants or change the business rules for how review tasks are assigned. For example, you can add a fourth button that requires participants to enter a reason when they decline a review.

It is common for an organization to have automated processes that run before, during, or after a review. You can integrate these automated processes to ensure that you are compliant with your organization’s practices. For example, you can integrate LiveCycle processes to watermark review documents with the date before a review document is displayed to participants.

Reviews often require a summary of reviewers and approvers. You can add review tracking sheets (RTS), which provide a list of the participants who reviewed the content. In addition, you can add approval routing slips (ARS), which provides a summary of the participants who approved the review document. It is necessary to create LiveCycle processes to add RTS and ARS to reviews.

To implement this story, expect to spend 1-3 days for each process. The estimates include the time to develop processes and presume you understand your requirements.

The time to integrate them into a review template depends on whether you used the solution template or took ownership to create the review template.

When you use the solution template, the user interface allows you to configure the review template to specify the custom processes to use in minutes. You can add custom processes to extend the review template to add:

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Adding additional review parameters to the review template.

When you take ownership to create a review template, it is necessary to add and modify XML elements to extend the functionality of the review template. (See User story for taking ownership of authoring review templates .)

Whether you use the solution template or take ownership of creating the review template, you require LiveCycle Developers and IT Staff. The following list describes the tasks required to create processes to extend your review template:

1. Add custom attributes that act as additional metadata to make your reviews searchable.

   You can also add additional metadata to make your review template searchable. (See Adding custom attributes in Review, Commenting, and Approval Building Block 9.5 Technical Guide .)

2. Create custom tasks to customize how tasks are assigned to users or how reviews complete.

   To add additional functionality, such as buttons that display participants, you can add a custom task using Workbench. (See Creating custom task types in Review, Commenting, and Approval Building Block 9.5 Technical Guide .)

3. Integrate processes to run before and after a stage.

   When you want to integrate processes into the review, you create a process using specific input and output parameters in Workbench. After you create and deploy your process, add XML elements in your review template to indicate whether to invoke processes before or after a stage. (See Integrating custom processes before and after a review stage completes in Review, Commenting, and Approval Building Block 9.5 Technical Guide .)

4. Add Review Tracking Sheets (RTS) and Approval Routing Slips (ARS) to reviews.

   You can add routing tracking sheets (RTS) and approval routing slips (ARS) in your reviews. (See About review tracking sheets and approval routing slips in Review, Commenting, and Approval Building Block 9.5 Technical Guide .)

To build approval routing slips, review tracking sheets, custom tasks, and prereview and postreview processes (sometimes called pre-processing hooks and post-processing hooks) to integrate into the review, use Designer, and Workbench.

The tools you use to integrate the processes depends on whether you used the GlobalCorp solution template or took ownership to create the review templates. (See User story for authoring review templates using the solution template and User story for taking ownership of authoring review templates , respectively.)

Building processes using Workbench or applications to store the review template. (LiveCycle Developer, LiveCycle Programmer).

The team members and skill sets to integrate the processes depends on whether you used the solution template or took ownership to create the review template. (See User story for authoring review templates using the solution template and User story for taking ownership of authoring review templates .)