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Configure Document Reviews

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This content applies solely to Award Management, which must be purchased separately from the Appian base platform. This content was written for Appian 26.6 and may not reflect the interfaces or functionality of other Appian versions.

Access the Award Management Settings site to view, create, and edit document review processes. Document reviews assign default review trees to a document template, automating the review workflow when specific funding thresholds are met.

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

View document reviews

From the navigation pane, click Documents under the REVIEWS section.

The document reviews grid lists all existing reviews with their last updated dates. Use the search field to find a specific review.

  • Click for a review to view its Review History.
  • Click a review name to view and edit its review tree.

Grid list of document reviews with search and history options.

Create document reviews

  1. From the Document Reviews page, click Plus iconADD REVIEW.
  2. Enter a Review Name.
  3. Select the Document Template. The default templates are Exercise Option Letter Template and COR Appointment Letter Template. See Modify Document Templates for instructions on modifying these values.
  4. Select the Operation. Operation contains relational operators such as < and =; and is dependent on the threshold amount to trigger a review based on the amount.
  5. Enter the Threshold Amount to define the award funding amount that qualifies a document for the review process.
  6. Add review groups:
    1. Click Review Group to add a group to the review.
    2. Configure the review group details:
      • Precedents: A precedent is a review group that must complete the review before another group begins reviewing..
      • Assigned Group: Select the group responsible for the review.
      • Duration: Enter a number indicating how long the review takes to complete.
      • Duration Unit: Select Hours, Days, or Weeks.
      • To remove a review group, click X.

    Review groups with precedents, duration, and assigned groups.

  7. Click ADD REVIEW.

Edit document reviews

  1. From the Reviews page, select the review to edit.
  2. Edit the Review Name, Document Template, Operation, Threshold Amount, or Status as needed.
  3. Add or remove review groups and update review group details as needed.
  4. Click SAVE CHANGES.

Modify review groups with precedents and duration settings.

Note:  Future documents use the modified review process. Documents already in process or completed are not affected.

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