Review Status

Displays the status of your documents that are out for review and provides the means to change reviewers or to suspend or delete a review.

To access this page, move the pointer over the tab for any center (Lockout/Tagout, Reliability, and so on) and select Out for Review. (Alternatively, select a document under Out for Review on the Home tab to directly open the review status of a particular document.)

To display review status for a different document:

1. In the Show list, select the center (Lockout/Tagout, Confined Space, and so on) for which you want to view documents.
2. In the Out for Review list, select the document for which you want to check the review status.

Once you have selected a document, the software displays details about the review.

Review Status

The following information displays below a heading with the document name:

• Suspended: Displays the date the review was suspended. This is only displayed for reviews that have been suspended.
• Routed: Date the procedure was routed for review or approval.
• Due date: Date all reviewers are expected to have their reviews and approvals complete.
• Author Comments: Comments from the author to the reviewers.
• Reviewer Status: The names of the reviewers and their current status.
• Pending: The reviewer has not completed the review.
• Approved: The reviewer has approved the document. After all reviewers have approved the document, be sure to close and publish the review using the link in the Actions section.
• Rejected: The reviewer has completed the review and rejected the document. The date and reviewer comments are shown. If the reviewer has requested changes, suspend the review (see below), make the edits, and start the review again.

Actions

The following options are available depending on the review status:

• Close Review and Publish Document: After the review is complete, close and publish the review.
  • The required level of approval set in Setup & Admin > Setup Routing Requirements determines whether the review is complete. See Set Up Routing Requirements.
  • In the Actions area, click Close Review and Publish Document. Enter a Publication History Note if desired and then click Publish Now.
• Change Reviewers: Add or remove reviewers. See Route for Approval.

• Suspend Review: Stop the routing cycle so that the document can be edited again. You can restart the review later.

  1. Click Suspend Review.
  2. Click Edit This Document to make changes.
  3. Make your edits, save the document, and while still on the document editing page, click Restart Routing.
  4. Complete the Route for Approval page and click Send. See Route for Approval.
• Delete Review: Click to stop the review process completely. If selected, you are prompted to edit or view the document. A delete review confirmation message displays.
• Delete Review and Undo Document Changes: Click to delete the review and return the document to its previous published state. (Only changes in draft state can be routed for review.) This option is only available if the document has previously been published and then draft changes were sent for review.

Note: If you don’t close and publish the document, the review remains active and the document is not published.