A record has been added to the records register and you have been assigned a task to review the record. This article shows you how to do this
Quick steps to review a record:
1. Click on the link in your Review task or in the task notification email.
2. Go to the the Task management component and choose a task option.
3. Complete the required fields and click the green Submit button.
Record workflow
The task has been sent to review a record from the approve & publish stage.
Note: When records are added they move straight through to the approve and publish stage. If the record owner decides to send the record for review, they will assign a review task and the record will move back to the Review stage.
Reviewing the record
When you get a task to review a record, click through to the task from your Tasks box or via the link in your notification email.
Then use the quicklink button below or scroll down to see your Task options.
Read the Instructions before selecting a task option.
Next you will need to view the record. Click on the Preview icon in the View record component. From this screen you can also download the record for further inspection.
Now you're ready to review the record using the Task options. Click on a task option below.
Complete review
Select this option once you have completed the review of the record.
- Select the Complete review task option
- Add your comments under Reviewer comments
- To add a new version of the record, select add new record and upload the new version (optional)
- Add any additional comments (optional)
- Click Submit and the task will be sent to the record owner to approve and publish
Make a progress note
If you simply want to make a note and return to the task later, select Make a progress note , record your comments, and click Submit. The task will remain with you until you select the Complete review option.
Note: When making a progress note, you have the option to add a new version of the record. This will be stored as a draft that you can download and update later.
