Tracking reviews in a OneView Document (Desktop App)

Reviews & Approvals

Overview

If you have sent a OneView Document or artifacts of a OneView Document for review to multiple reviewers and you want to know the review status, you can easily track the review progress in TopTeam OneView using the following methods:

  1. From the Review History section
  2. From Document Map
  3. From the Reviews tab of Document Map
  4. Using Highlighting Scheme

This article explains various methods that will help you track the review progress of artifacts.

Assumptions

  • You are an Author who has sent a review request from a OneView Document to desired Reviewers.

Open a OneView Document

For information on how to open a OneView Document, refer to the article Opening a OneView Document.

1. From the Review History section

Step 1.1. Go to Review History section in a OneView Document

Step 1.2. Tracking Reviews

Let us understand the following review columns purpose:

1. Reviewer – Under a review document name, all its reviewers are listed in this column.

2. Status – This column displays the status of the review request i.e. either Pending or Finished by a reviewer.

3. Approval Progress – This column displays the approval progress of each reviewer. It is displayed only when a reviewer uploads his/her review document.

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4. Due Date – This column displays the due date for finishing a review.

5. Completion Date – This column displays the completion date of a review document done by each reviewer.

6. Actions – Clicking Actions will display two sub-actions namely:

  • Recall Approval Request – When you recall an Approval Request, all the approvals given by an approver on the individual artifacts of that package are kept as is. This temporarily removes Approval Request from Approval Inbox of the selected approver. You can modify, add artifacts, and send Approval Request again for approval. To learn more about recalling an Approval Request, refer to the article Recalling an Approval Request.
  • Remove Reviewer – Select this action when you do not want a reviewer to review or give verdict on an Approval Request. This action will remove a reviewer from the selected Approval Request.

2. From Document Map

3. From the Reviews tab of Document Map

Step 3.1. Go to Reviews tab of Document Map and select a review document

Step 3.2. Tracking Reviews

4. Using Highlighting Scheme

Step 4.1. Go to Highlight Records tab of Document Map

Step 4.2. Select the highlighting Scheme

Step 4.3. Tracking Reviews

An artifact that has a maximum count of status will be highlighted based on that status i.e. as shown in the image above, artifact View video rating [FREQ-10209] is not approved by 2 reviewers and approved by 1 reviewer. Hence, it’s highlighted based on the color specified for the NOT APPROVED status. You can configure the highlighting scheme by clicking the gear icon at the top-right corner of Document Map.

Related Articles

Conducting Reviews in OneView Document (Desktop App)

Tracking Reviews in OneView Document (Web App)

Revised: April 11th, 2023

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