Document Reviews

Introduction

Through the Award Management Settings site, business users can view, add, and edit the document review processes that assign default review trees to a document template.

This page describes how to use the Award Management Settings site to configure document reviews.

Viewing document reviews

The Award Management Settings site displays all of the information that is pertinent to document reviews 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 Award Management Settings, you can view the Document Reviews page by clicking Reviews.

You can search this list for a particular review and click the history icon for that review to see the Review History. 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.

Creating a new review

To create a new document review:

1. From the Reviews page, click ADD REVIEW.
2. Enter a Review Name.
3. Select the Document Template. The default document types are Exercise Option Letter Template or COR Appointment Letter Template. See Modifying document templates for instructions on how to modify these values.

4. Select the Operation and enter the Threshold Amount to configure the award funding amount that qualifies a document for the review process.

   

5. Add the groups that will perform the default review for that document type.

   • Click Review Group to add review groups to the review.

     

6. Modify the review groups. You can do this in the following ways:
   • Modify the default Precedents.
     • Note: A precedent is a review group that must complete the review before another group begins reviewing.
   • Modify the default Assigned Group.
   • For Duration, enter a number to indicate how long that item will take to complete once it's started.
   • For Duration Unit, select whether the Duration is for Hours, Days, or Weeks.
   • Click X to delete review groups.

   

7. After you have added and modified the desired review groups, click ADD REVIEW.

Updating an existing review

The Award Management Settings site allows you to easily update document reviews.

To update a Document Review:

1. From the Reviews page, click the review name that you want to update.

2. If desired, update the Review Name, Document Type, Operation, Threshold Amount, Status, or any combination of these review parameters.

   

3. Add the groups that will perform the default review for a specific document type.

   • Click Review Group to add review groups to the review.

     

4. Modify the review groups. You can do this in the following ways:
   • Modify the default Precedents.
     • Note: A precedent is a review group that must complete the review before another group begins reviewing.
   • Modify the default Assigned Group.
   • For Duration, enter a number to indicate how long that item will take to complete once it's started.
   • For Duration Unit, select whether the Duration is for Hours, Days, or Weeks.

   • Click X to delete review groups.

     

5. Click SAVE CHANGES.

All future documents will use the modified document review. Documents that are already in process or completed will not be affected.

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