4.3.4 Create Review Task

 

In order to create a Review Task, an Item which is following an Advanced Workflow has to be sent for Review.


Send Item for Review:


  1. Navigate to the Workspaces Tab
  2. Click on the Item Query (Item Query windows appears)


  • Alternatively Click on the Item Query icon on the left hand side


AgilityBMS Admin Suite Welcome Screen


  1. Expand the Where Item Type Is menu
  2. Select relevant Item Type
  3. Specify other relevant Search Criteria
  4. Click Search
  5. Select required Item


Note that only Items with the Status of Draft can be sent for Review.


Item Query

  1. Send Item for Review


  • Click the Check In icon
    • If the Item is already Checked In to the system please skip this step
    • If the Item is Checked Out to other user and you have Document Control Override you will be able to Override their Check Out and Check the Item in to the system
    • If you do not have Document Control Override you cannot Check Out the Item to yourself and then Check In
  • Right-Click (drop down menu appears)


Item Drop-down Menu


  • Select Action Items (Item Workflow window appears)
  • Select Send for Review
  • Click the Task Settings icon


Review Task Settings


Note that the Task Settings are auto-populated based on the global Item Workflow Settings specified by the System Administrator.


  • View/Edit Review Task Settings
  • Click OK
  • Click Action
  • Click OK
  • Click Close (Task is created by the System and Item’s Status is changed from Draft to Awaiting Review, email notifications are sent to all involved Actioners)


Note that once a Task is created it will appear in all involved actioner’s My Tasks in the User Suite


User Suite Task Row


Note that multiple Items can be selected from the Item Query and send for Review at the same time where task settings can be altered for all selected Items at the same time.