How to track reviews in a OneView Document – TechnoSolutions Knowledgebase

Overview

If you have sent a OneView Document or records of a OneView Document for review to multiple reviewers and you want to know the review status, you can easily track the approval progress in TopTeam OneView using the following methods:

From the Review History section
From Document Map
From the Reviews tab of Document Map
Using Highlighting Scheme

This article explains various methods that will help you track the approval progress.

Assumptions

You are an Author who has sent a review request from a OneView Document to desired Reviewers.

Open a OneView Document

For information on how to open a OneView Document, refer to the article How to open a OneView Document.

1. From the Review History section

Step 1.1. Go to Review History section in a OneView Document

Step 1.2. Tracking Reviews

Reviewer – Under a review document name, all its reviewers are listed in this column.
Status – This column displays the status of the review request i.e. either Pending or Finished by a reviewer.
Approval Progress – This column displays the approval progress of each reviewer. It is displayed only when a reviewer uploads his/her review document.

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4. Due Date – This column displays the due date for finishing a review.

5. Completion Date – This column displays the completion date of a review document done by each reviewer.

6. Actions – Clicking Actions will display two sub-actions namely:

Cancel Approval Request – Perform this action if you want to discard review done by a reviewer.
Send Notification – You can send a notification to a reviewer against a review document.

2. From Document Map

3. From the Reviews tab of Document Map

Step 3.1. Go to Reviews tab of Document Map and select a review document

Step 3.2. Tracking Reviews

4. Using Highlighting Scheme

Step 4.1. Go to Highlight Records tab of Document Map

Step 4.2. Select the highlighting Scheme

Step 4.3. Tracking Reviews

A record that has a maximum count of status will be highlighted based on that status i.e. as shown in the image above, record View video rating [FREQ-10209] is not approved by 2 reviewers and approved by 1 reviewer. Hence, it’s highlighted based on the color specified for the NOT APPROVED status. You can configure the highlighting scheme by clicking the gear icon at the top-right corner of Document Map.

How to send OneView Document for Approval via Web

How to send OneView Document for Approval via Word

Revised: April 1^st, 2019