Objective


Evaluating a document revision request allows the document owner to review revision requests submitted by users who are not responsible for the document's elaboration, deciding whether to approve or reject them. To learn more about requesting a document revision, click here.


Index


Prerequisites

  • Be the user responsible for the document elaboration.
  • The document must have a revision request submitted by another user.


Step-by-step



After a user submits a revision request, a Revision Request task will be generated on your home screen. To review the request, follow the steps below.


1. Go to the Tasks menu, select the Request tab, and click the Revision request task.

You can also use the Filter button to search for a specific document. For more information about search filters, click here.



2. The Internal Document Details screen will then be displayed. A highlighted section will show the information about the user who requested the revision, along with the reason for the request.



3. After reviewing the reason for the revision request, you can choose to Accept, Reject, or Transfer the review decision.


Accept revision request: To proceed with the document revision, click Accept revision request.



In the Reason field, the justification provided by the user who requested the revision will be displayed. If necessary, you may edit this information. Then, click the Save button to proceed with the document revision.



The system will then notify you that the revision has been created, and you will be redirected to the Document Elaboration screen. For more details about this step, click here.


Reject revision request: If the document does not need to be revised, click Reject revision request.



Next, you must provide the reason for rejecting the revision request. Then, click Save to dismiss the request.



The system will notify you that the revision request has been rejected.



Transfer review decision: If another user needs to decide whether to Accept or Reject the revision request, click Transfer review decision.



In the Responsible field, select the user who will receive the task to evaluate the revision request, and then click Save.



The system will notify you that the revision request has been successfully transferred. The selected user will then be responsible for deciding whether the document should be revised.