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Review a document

In this article:

Learn how to review the document linked to your assigned Review task in Logiqc and record your findings.

Your task relates to a specific document on the Documents register. The Document manager usually assigns the task and provides instructions explaining what to check or update. Open the document from your task, review the relevant version against those instructions, then complete the review or add a progress note if more work is needed.

The document needs to be reviewed, and you have been assigned a task to complete in connection with this review. The review is usually delegated to you by the Document manager, with task instructions describing what needs to be done.

Q: What permissions do I need to review a document?

A: You need the Review Governance register items permission. The minimum licence type required is Action.

Q: What if I have only completed part of the work?

A: Select Make a progress note. The task will remain with you in the Review stage and will only move to the next stage of the workflow when you select Complete review.

Before you start

Check the following:

  • You have a Review task assigned to you in Logiqc.
  • You have the Review Governance register items permission (minimum licence type required: Action).

Step 1: Open the review task

Go to Tasks and select the Description link for the document you have been asked to review.

Navigation path

Tasks › Description link
 

Select the Description link for the document you have been asked to review.

Step 2: Review the instructions and action history

Read your instructions in the Task management section and check the Action history for earlier comments and actions before you begin.

Action history section showing the actions taken at each stage of the workflow

The action history lists the actions taken at each stage of the workflow.

Step 3: Review the document

In the View document section, select the icon beside View to preview the document. Review the version you have been asked to check against your task instructions.

If changes are needed, download the document and make the changes. You can upload the edited file using the optional Add new version control when completing your task in Step 4.

In this component you can preview the published version of the document and any draft versions in the workflow. A brief overview of document management details is also provided.

Select the Email link button to send a link to the document preview to another user via email. Recipients will require a Logiqc user account to access the preview.

Note: This component is only displayed after a document has been uploaded for the first time.
View document section showing the published version, View icon, Email link and Copy link controls

This example shows the published version, its version details, and the Email link and Copy link controls.

Step 4: Complete the task

After reviewing the document and making any required changes, choose Complete review or Make a progress note in the Task management section. Complete the fields for your chosen option below.

Complete review Select this option when you have taken all action as per the task instructions.
Make a progress note Select this option when you have taken only part of the action as per the task instructions.
Complete review
  • Reviewer Comments: add details of action taken. These comments will appear in the Action history and will be helpful in informing others of what action was taken.
  • Add new version (optional): this provides you with the option to add a new version of the document.
  • Record consultation undertaken about content: add details about who you have consulted with regarding the review of the document. This information will appear in the Action history.
  • Additional Comments (optional): use this field to add any additional comments relating to the review of the document. These comments will appear in the Action history.
Make a progress note
  • Progress note: add details of action taken. These comments will appear in the Action history and can be helpful in keeping others informed of what progress has been made to date in reviewing the document.
  • Add new version (optional): this provides you with the option to add a new draft version of the document.
Note: When you make a progress note and submit, the task will remain with you in the Review stage. It will only move to the next stage of the workflow when you select Complete review.

Step 5: Submit your changes

The Submit button will save your changes and progress the item to the next stage of the workflow unless you chose Make a progress note, in which case the task will remain with you.

Submit
 

Saves your changes and progresses the item to the next stage of the workflow, unless you chose Make a progress note, in which case the task stays with you.

Select Create a related item if you want to create a separate linked item on another register when you save your changes. A link between the two items will be displayed in each item's System event history.

System event history

A chronological record maintained by the system detailing entries and changes made to the page including links to any related items created by users.

Click the + control on the right to expand the line item to see more information.

System event history list showing system events, dates, and the + control to expand a line

The system event history records entries and changes made to the page.

What happens next

 
 

The document returns to the Document manager

Once you complete the review, the document returns to the Manage stage for the Document manager to decide what happens next.

 

Your task is complete

Your Review task closes and your comments are recorded in the Action history.

To keep going, see:

How to manage a document How to approve a document