This content applies solely to Requirements Management, which must be purchased separately from the Appian base platform. This content was written for Appian 24.2 and may not reflect the interfaces or functionality of other Appian versions. |
From the Requirement Management Settings site, business users can view, add, and edit the document review process that assigns default review trees to a document type or template.
This page describes how to use the Requirement Management Settings site to configure document reviews.
On the Requirement Management Settings site, all of the information that is pertinent to your document reviews is displayed in a grid list. Users can use this information to determine which reviews already exist and when they were last updated.
After you access the Requirement Management Settings, you can view the Document Reviews page by clicking Documents in the Reviews section of the left navigation menu.
A list of the existing document reviews display. You can search this list for a particular review. Clicking the history icon will take you to the Review History for that review. This view shows a list of all the changes that have been made to the review.
Clicking a review name displays the review tree for that review process and allows you to edit it.
See the Creating a new review section for more details on adding review processes.
To create a new document review:
Select the Operation and enter the Threshold Amount to configure the requirement funding amount that qualifies a document for the review process.
Click Review Group to add review groups to the review.
Hours
, Days
, or Weeks
.With the Requirement Management Settings site, document reviews can be easily updated.
To update a Document Review:
If desired, update the Review Name, Document Type, Operation, Threshold Amount, and/or Status.
Click Review Group to add review groups to the review.
Hours
, Days
, or Weeks
.Click X to delete review groups.
All future documents will use the modified document review. Documents that are already in process or completed will not be affected.
Configuring Document Review