Managing review flow snippets

Policy Manager snippets are reusable collections of phases and/or tasks that can be added to a review cycle to save time and ensure accuracy. You may insert a snippet in the review flow. Once inserted into a flow, the snippet loses the connection to the original snippet and becomes part of the flow. See Managing review flows and tasks.

You can create snippets for commonly used tasks under each review phase.

Add a review flow snippet

To add a review flow snippet:

1. On the left menu, under Administration, select Review Flow Snippet.

2. Select the Review Flow Snippet button.

3. Complete the information:
   

   • Enter the Name (such as Drafting snippet) and a Description.

   • Select Active when you want the snippet to be available for use.

   • Starter Snippet is greyed out and is not used when creating a new snippet.

   • Under For Use With Flow, identify the flows where this snippet can be selected. On the right, you can select the All button or the None button to select all or remove all selections.

4. Select Save.

5. After Review Flow Snippet, select the three dots and select what you want to add to the snippets, such as Add Edit, Add Approve, Add Route, and so on. The choices are like what is available when you create review flows. See Managing review flows and tasks.

6. Add the required information such as Name, Description, Status, Comment required on, Route to, and User Defined fields. The choices are like what is available when you create review flows. See Managing review flows and tasks.

7. Select Save.

Edit existing review flow snippets

To manage an existing review flow snippet:

1. On the left menu, under Administration, select Review Flow Snippet.

   1. Select to edit the snippet.

   2. Select to clone the snippet. You can make edits to the cloned snippet.

   3. Select to delete the snippet. The default snippet cannot be deleted.