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Providing Feedback on a Document

If you have been selected as a reviewer in a review process, Proliance will deliver a notice to the Received register of your My Notices menu when it's your turn to review. Opening the notice displays the drawing, submittal, or transmittal document to be reviewed. At the right of the document is a "sticky note" that provides the following information:

• Recommended Action:A brief description of what the recipient is expected to do with the document. This does not indicate a workflow action that should be performed.
• Sent By:The name of the user who sent the document.
• To:The intended recipient of the document. Normally, this is the user who will respond to the document. However, anyone with a security role that permits the editing of that document can respond.
• Due:The date when the recipient is expected to provide feedback. This date is for reference purposes only and does not affect the routing of the document.
• Message:Any additional comments from the sender of the document.

To provide feedback on a document

1. Open the Received register.
2. Select the notice that you've received.

The drawing, submittal, or transmittal document to be reviewed appears.

3. Click the Review Steps page.

This page lists all the steps in the review process for the document.

4. Click Edit.

The page enters the edit mode.

5. Select your name from the Reviewer drop-down list.

This list is sorted by the step to which each reviewer is assigned. A reviewer can only be assigned to one step in a document's review process.

6. Scroll to the right of the page to reach the Recommendation column and then click in that column to select a recommendation from the drop-down list.

For more information on each recommendation, see "About the Review Steps Page".

7. Optionally enter a Review Comment in the adjacent column
8. Click Finish Review when done.

Proliance sends a notice about document to the next reviewer on the list.

The date when you finish your review is your Actual Finish Date and it also becomes the Actual Start Date for the next user in the review process.