Configure Reviews

Government Source Selection enables you to configure custom document review processes to recommend when documents are submitted for review.

Access the Source Selection Settings site to view, add, and edit the document review processes.

This page describes how to use the Source Selection Settings site to configure reviews.

View reviews in Source Selection Settings site

To view reviews:

1. Click Reviews on the navigation menu to navigate to the Reviews page.
2. Enter review keywords in the search bar and click SEARCH to filter the reviews list per the entered keywords.
3. Click Recent Activity icon corresponding to a review to navigate and view its modification history.

Add reviews in Source Selection Settings site

To add a review:

1. Click Reviews on the navigation menu to navigate to the Reviews page.
2. Click +ADD REVIEW to navigate to the Add Review page.
3. Enter a Review Name.
4. Select a Document Template using the dropdown.
5. Click Review Group to add Precedents, Assigned Group, Duration, and Duration Unit.
   • A precedent is a task that must be completed before another task is assigned.
   • Modify the default Assigned Group for the task.
   • For Duration, enter a number to indicate how long the task takes to complete once it is started.
   • For Duration Unit, select whether the duration is for hours, days, or weeks.
6. Click Red X icon to remove a review group.
7. Click ADD REVIEW to add the document review.

Edit reviews in Source Selection Settings site

To edit a review:

1. Click Reviews on the navigation menu to navigate to the Reviews page.
2. Click a Review Name to navigate to the Edit Review page.
3. Update the review fields.
4. Check or uncheck the Active checkbox or mark the review active or inactive respectively.
5. Click SAVE CHANGES to save the changes to the review.

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