KB User's Guide - Documents Tab - Review Options / Comments and their Descriptions

using this as an includedoc

The following are descriptions of each Review Option:

  1. Leave document XXX as is and add comments only - You may enable this radio button and enter your comments in the text field below the three radio button options. The comments you make, along with your userID and a time and date stamp will appear when you look at the Show Comments and Events list. The image below shows the Show Comments and Events just under the Submit button.
  2. Leave document XXX up and set to 'In Progress' - This is the default setting, as indicated by the already-enabled radio button. It indicates that, while there is an Active version of this document, you will simultaneously have a draft version with the status of In Progress. You have the option to enter comments in the text field, again, those comments will appear in the Show Comments and Events listing. After you click on the Submit button, you will receive a message: Document XXX has been successfully set to In Progress. From here you may view the document or you may Edit the document. To publish the updates you have make to this draft, please follow your KB Group's workflow.
  3. Leave document XXX up and set to 'In Review' - Enabling this button indicates that, while there is an Active version of this document, you will simultaneously have a draft version with the status of In Review. You have the option to enter comments in the text field, again, those comments will appear in the Show Comments and Events listing. After you click on the Submit button, you will receive a message: Document XXX has been successfully set to In Review. From here you may view the document or you may Edit the document. To publish the updates you have make to this draft, please follow your KB Group's workflow.
  4. The next 3 buttons are visible to those with Publish rights who may "take down" the Active document, thereby making it not accessible on the Live Site. Specifically, select one of the next 3 buttons and THEN search for that document on the Live Site, you would receive a message: Page Not Found - Sorry, page number XXX is unavailable to you at this site.

  5. Take document XXX down and set to 'In Progress' - After choosing this radio button and clicking submit, a screen will appear stating, Document XXX has been successfully taken down and set to In Progress. Two buttons appear under that message: View document XXX and Edit document XXX. You have the option to enter comments in the text field, again, those comments will appear in the Show Comments and Events listing.
  6. Take document XXX down and set to 'In Review' - After choosing this radio button and clicking submit, a screen will appear stating, Document XXX has been successfully taken down and set to In Progress. Two buttons appear under that message: View document XXX and Edit document XXX. You have the option to enter comments in the text field, again, those comments will appear in the Show Comments and Events listing.
  7. Take document XXX down and set to 'Inactive' - After choosing this radio button and clicking submit, a screen will appear stating, Document XXX has been successfully taken down and set to Inactive. Two buttons appear under that message: View document XXX and Edit document XXX. You have the option to enter comments in the text field, again, those comments will appear in the Show Comments and Events listing.

The Send comments to owner button appears to all authors, with or without publish rights.

  • Send comments to owner - Enter a comment in the text field provided to send to the owner of this Active document. Check the Send comments to owner checkbox and click the Submit button. Your comments be emailed to the document owner and will also appear in the Show Comments and Events listing along.



Keywords:mark as reviewed save as see revisions view source export as XML required optional leave document as is leave document up take document down add comments only take document down   Doc ID:36842
Owner:Teresa A.Group:KB User's Guide
Created:2014-01-28 16:17 CSTUpdated:2016-08-29 15:33 CST
Sites:KB User's Guide
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