Documents to Review

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An optional step in the document approval process is to release a document to a review group to get input from other users before releasing the edited document for approval.  To do this, the user must first select the group or groups they wish to get review comments from.  Follow the instructions under the Document Properties/Document Lists tab for details on adding a review group.

 

Qualtrax will place a document that has been released for review in each reviewers My Qualtrax under the DocumentsàDocuments to Review headings.  Additionally, each reviewer will receive an email alerting them that their review comments are being requested.

 

Docs to Review Inbox

 

For additional details on releasing and reviewing documents refer to the Reviewing a Document topic.