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Configure review outcomes

Review outcomes help you keep track of your reviews in Packages and Document Processes.

Required permissions
Edit project settings
Workflow Administrator

Review outcomes are the choices that reviewers select from when completing their review, such as Approved, or Rejected. In Document Processes, only a lead reviewer can choose a review outcome to complete the step. Each review outcome set can contain up to 20 outcomes.

After creating a review outcome set you can use it in package review templates and review rules in Document Processes. You can also set it as the default for all new templates and rules.

You must be a Project Administrator from the project-owning organization to access this screen.

Important: These instructions apply to creating review outcomes to use in package review templates and/or review rules in Document Processes. There are separate steps to configure review labels for Workflows and Supplier Documents.

  1. From the main navigation menu, click Setup and select Project Settings.
  2. Click Reviews and select Review Outcomes.
  3. You'll see the standard set of outcomes. This cannot be removed or edited. If you've created custom sets, you'll see those here too.

Tip!

If you see a message saying you do not have permission to access this page, contact your Organization Administrator to assign you a user role with the required permissions.

  1. Click Create Set.
  2. Give the set a name.
  3. If the set will be used in Document Processes, check the box if you want to update a document's status when it goes into review. Select the appropriate status from the list.
  4. Add up to twenty outcomes. Each outcome can be contain up to 100 characters.

    Note: These outcomes are a visual reference only, and do not affect the behaviour of the review. They help the review owner understand the outcome of the review and take required action.
  1. Click Create.
  2. Your new set is ready to be used by all users who can:
  • Create package review templates.
  • Create review rules in Document Processes.
  1. (Optional) Click Make Default to set the new outcome set as the default for new review templates and review rules. 
  2. (Optional) If you made a mistake, you can edit the set and add or remove outcome labels.

What's next?

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