Revising a document

Reviewers can have rights to either:

  • Add comments to a document

  • Add comments and edit the document

REVISIÓN y APROBACIÓN iterativas

La REVISIÓN y la APROBACIÓN de los documentos son iterativas. Si se hace un cambio después de que un grupo aprueba un documento, el sistema detecta el cambio, restablece el ciclo de revisión y notifica al personal relevante. Así se garantiza que el documento final esté aprobado por cada grupo. A fin de ver los cambios en el documento, seleccione la ficha para ver el historial. Consulte Viewing a document's history.

Revise a document

You should receive an email with a link to the document to review. Or, you can search for the document from the left menu, Documents.

Follow these steps to review and revise the document.

  1. Access the document. See Finding and managing documents.

  2. You may need to take ownership of a task on the document's Review Cycle tab before you can edit or comment on the document. See Taking or releasing ownership of a task.

  3. On the document's General Info tab, you can update the information, if you have security rights.

  4. Select the Document Editor tab.

  5. In the Outline, select a section to review and select the Edit button.

  6. To add a comment, select the text to comment on then select . Enter the comment and select the red left arrow.

  7. If you have editing rights, edit the document. In the example above, the phrase "world wide" was entered and displays in red text. For editing selections, see Using the Document Editor.

  8. Select Save Document to save the document section and continue to a new section.

  9. When you are done reviewing the document, you may need to go to the Review Cycle tab and release ownership of the document so others in your review queue can edit the document. See Taking or releasing ownership of a task.

Mark a phase or task as complete

Debe ser propietario de una fase o tarea para poder marcarla como completada. Consulte Taking or releasing ownership of a task.

Vaya a la ficha Ciclo de revisión del documento, seleccione los tres puntos que se encuentran a la derecha de la fase o la tarea, y seleccione Marcar como completada. La tarea se marca como completada y solo se reabrirá como parte de las fases de revisión y aprobación iterativas.

The review cycle continues to the next phase, APPROVING. See Approving a document.