2. Assessment Tasks

 

In the video, the review and the final approval steps are assessment steps. In this step you can accept the document or reject the document. What will happen? When You accept the document in the review step for example, the document is going forward to the final approval step. But when the document is rejected, then it goes back to the edit & send for review step. When you reject a document, the remarks field is mandatory. There is also a check box ‘Use veto to close this step’, why should you use it? suppose you had determined that everyone must perform that Review step, then you would have to wait until all other persons also performed this step. Unless you use your veto. You do that if you are sure that the other persons will also say that it is so. Then you can use your veto.

When a document is approved or rejected, there is a possibility to leave either mandatory remark. Where can I read these remarks?

In the dropdown menu of the document go to monitor.Each assessment has a field remark.If you want to know more about…

In the dropdown menu of the document go to monitor.Each assessment has a field remark.If you want to know more about that assessment, click 'view assessment' for more details.