Mapping review flow assignments to documents

Policy Manager review flow assignments are the rules to ensure a document is assigned to the correct review cycle. You add review flow criteria to map a review flow to documents with matching criteria. For each document, the system reviews the sequenced rules and assigns the review flow when there is a match.

Consider the following simple example. If the document name contains HR_Procedures, the system skips sequence 1 and matches on sequence 2 and the HR Procedures review flow is assigned.

Sequence	Name	Description	Assign Review Flow
1	HR_Policies	Assign HR Policies	HR Policies
2	HR_Procedures	Assign HR Procedures	HR Procedures
3	IT_Policies	Assign IT Policies	IT Policies

Create a review flow assignment

To create a review flow assignment:

1. From the left menu, select Administration, then Review Flow Assignments.

2. Select Review Flow Assignments .

3. Enter a Name for the review flow assignment and add a Description.

4. To control the order the flows are checked for document assignment, add a Sequence Number. The best practice is to assign a low number to the review flow with the most restrictive/most defined conditions and progress to higher numbers. The highest number should be assigned to the review flow with the least restrictive/most open conditions, such as All Other Documents Review as a catchall. This ensures all documents are assigned a review flow.

5. Select Add filter to add the filters for the document assignment. Drag and drop Available Fields from the left to the right. Add the following, as appropriate.

   • 条件决定着字段与值之间的关系。可用选项基于您将要执行的工作。

     • 等于 (=) 是精确匹配。

     • 不等于 (!=)。

     • 包含会根据部分文本来匹配字段。例如，您可以添加“业务”，然后选择包含“业务流程”、“业务策略”和“业务单位”的字段。

   • 值是进行过滤的依据选项。值可以是日期、自由文本，或由参考代码驱动。请参见Configuring categories, values, and attributes。

   • 逻辑会定义如何搭配使用各个字段。可用选项基于您将要执行的工作。

     • “And”逻辑是指必须满足所有字段/条件/值（例如，字段 1 AND 字段 2）。

     • “Or”逻辑表示必须满足至少一个字段/条件/值（例如，字段 1 或字段 2）。

     • “Not”逻辑则恰好与“And”逻辑相反（例如，仅限字段 1。如果结果是字段 1 和字段 2，则会忽略）。

     • 包含一个值。

6. Under the filters and Then apply this template, select the template to assign to the documents that match the criteria. You can only apply one review flow for the review flow assignment created.

7. Select Save changes.

Manage an existing review flow assignment

To manage an existing review flow assignment:

1. From the left menu, select Administration, then Review Flow Assignments.

2. Select any of the following:

   to edit the review flow assignment.

   to delete the review flow.

   to change the sequence.