Managing review queues

A Policy Manager review queue is one or a group of users to assigned to handle the review, approval, or other actions. Every person in the review queue will receive a review notification but only one person takes ownership.

A user cannot be assigned to a task. A review queue with at least one user is assigned to a task and a member of the review queue must take ownership of a task to complete the task. The owner of the task may release ownership for another user in the queue to assume ownership.

You must set up a review queue before the queue can be added to a review task.

Asigne individuos a filas de revisión en función de su tarea, como revisores, aprobadores o alguna otra acción. Por ejemplo, puede tener diferentes individuos en filas como Revisión de RR. HH., Aprobador de RR. HH., Revisor de asuntos legales y Aprobador de asuntos legales. Así, se puede asignar un documento a los individuos correctos en la fase adecuada del ciclo de revisión.

Cuando se crea una fila de revisión, puede identificar:

• Propiedad de documento
• Propiedad de tarea
• Ambos

Se recomienda usar una fila de personas para la propiedad de documentos y otra para la propiedad de tareas con el fin de definir con claridad revisores, aprobadores y propietarios de documentos.

Add a review queue

1. From the left menu, select Administration, then Review Queues.

2. Select the Review Queues button.

3. Complete the information for the queue

   • Enter a Name for the queue and add a Description.

   • Select the Type to identify document ownership and task assignment functions for the queue. For example, Compliance may own a document but various review queues, including a compliance review queue, may accept tasks for review.

     • For Document Ownership Only: Individuals can own a document but will not be involved in reviewing tasks in a review cycle. Use this selection to assign ownership to a stakeholder or group that isn't an active user of Policy Manager. For example, this may be a Board or Committee of the Board that is the owner and primary stakeholder of a document but will never use Policy Manager and, instead, will have another group of users be responsible for document life cycle management.

     • For Task Assignment Only: Individuals will only be assigned tasks and can take ownership of a task. Individuals in the queue do not own the document.

     • Available for Both: The queue owns the document and can be involved in task actions.

   • Select Active for the queue to be made available immediately. If a queue is active, it cannot be deactivated if it is used in one or more flows.

4. Select a Flow Definition (a Review Flow). See Managing review flows and tasks.

5. Select the Save Case Queue button.

6. Add or remove uses from the queue, as needed:

   • To add users to the queue, search for the user in All Other Users. Select the Action button for the user. The user moves to Current Users.

   • To remove users to the queue, search for the user in Current Users. Select the Action button for the user. The user moves to All Other Users.

Manage a review queue

1. From the left menu, select Administration then Review Queues.

2. Select any of the following:

   • Edit to update the information.

     • To add users to the queue, search for the user in All Other Users. Select the Action button for the user. The user moves to Current Users.

     • To remove users to the queue, search for the user in Current Users. Select the Action button for the user. The user moves to All Other Users.

     • If Active is selected, the review queue is available for task assignment. You can deselect Active. The system will not allow you to inactivate a review queue that is currently in active use.

   • Clone the review queue. You can edit the cloned review queue to make a new review queue.

   • Delete to remove the review queue. The system will not allow you to inactivate a review queue that is currently in active use.