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Review Process Step allows users to manage case reviews. This is typically related to reviewing the plans associated with the case |
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but can also be utilized for general case review or other types of reviews that require the tracking of comments. |
For this documentation, we will focus on performing standard plan reviews, however, the process would be the same regardless of what the Plan Review step is being utilized for.
Table of Contents
Overview
Setting up Review
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| Setting Up Reviews |
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| Setting Up Reviews |
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Managing Reviewers
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| Managing Reviewers |
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| Managing Reviewers |
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Assigning Reviewers
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| Assigning Reviewers |
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| Assigning Reviewers |
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Releasing Reviews
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| Releasing Reviews |
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| Releasing Reviews |
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Performing Reviews
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| Performing Reviews |
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| Performing Reviews |
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Review Worksheet
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| Review Worksheet |
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| Review Worksheet |
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Worksheet Overview
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| Worksheet Overview |
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| Worksheet Overview |
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Creating Issues
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| Creating Issues |
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| Creating Issues |
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Completing Department Review
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| Completing department review |
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| Completing department review |
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Finalizing Review
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| Finalizing Review |
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| Finalizing Review |
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Completing Review Round
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| Completing review round |
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| Completing review round |
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Pass/Approve Review
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| Pass/Approve Review |
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| Pass/Approve Review |
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Waive Requirement
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| Waive Requirement |
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| Waive Requirement |
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Fail/Incomplete
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| Generating Comments Letter |
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| Generating Comments Letter |
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Returning Submission
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| Returning Submission |
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| Returning Submission |
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Receiving New Submission
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| Receiving new submission |
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| Receiving new submission |
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Submission Summary
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| Submission Summary |
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| Submission Summary |
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Submission Rounds
Resolving previous rounds issues
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| Resolving previous rounds issues |
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| Resolving previous rounds issues |
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