User Actions - Document Reviews
This page covers the available actions for different user profiles at each stage of the review workflow.
Action(DCA) = When a user is a member of the 'Doc Contoller Admin' user group.
Action(in viewer) = Action available withing the document viewer, not the action menu.
Unassigned Stage
Review Actions
Role | Review Role | Unassigned |
|---|---|---|
Documents:assets.roles.Creator | •View •Download Document (DCA) •Set Review Duration (DCA) •Update Document Status (DCA) | |
Documents:assets.roles.Admin | •View •Download Document •Assign Review Coordinators (in viewer) •Assign Reviewers (in viewer) •Set Review Duration (DCA) •Update Document Status (DCA) | |
SysAdmin (&Doc.Admin) | •View •Download Document •Assign Review Coordinators (in viewer) •Assign Reviewers (in viewer) •Set Review Duration (DCA) •Update Document Status (DCA) |
Comment Actions
None
Pack Actions
Role | Review Role | Unassigned |
|---|---|---|
Documents:assets.roles.Admin | •Add to Existing Pack •Add to New Pack •Remove from Pack •Rename Pack | |
SysAdmin (&Doc.Admin) | •Add to Existing Pack •Add to New Pack •Remove from Pack •Rename Pack |
Review Admin Actions
Role | Review Role | Unassigned |
|---|---|---|
Documents:assets.roles.Admin | •Update Document Author •Archive Document (DCA) | |
SysAdmin (&Doc.Admin) | •Update Document Author •Update Review Coordinator (DCA) •Archive Document (DCA) |
Under Review Stage
Review Actions
Role | Review Role | Under Review |
|---|---|---|
Documents:assets.roles.Creator | •View | |
Documents:assets.roles.Creator | Review Coordinator | •View •Review •Skip •Set Review Duration •Update Document Status •Assign Reviewers (in viewer) •Mark Review Complete •Send back to Author •Download Document |
Documents:assets.roles.Creator | Reviewer | •View •Review •Skip •Assign Reviewers (in viewer) •Mark Review Complete •Download Document |
Documents:assets.roles.Creator | Author | •View |
Documents:assets.roles.Admin | •View •Download Document | |
Documents:assets.roles.Admin | Review Coordinator | •View •Review •Skip •Set Review Duration •Update Document Status •Assign Reviewers (in viewer) •Mark Review Complete •Send back to Author •Download Document |
Documents:assets.roles.Admin | Reviewer | •View •Review •Skip •Download Document |
Documents:assets.roles.Admin | Author | •View •Download Document |
SysAdmin (&Doc.Admin) | •View •Download Document |
Comment Actions
Role | Review Role | Under Review |
|---|---|---|
Documents:assets.roles.Creator | ||
Documents:assets.roles.Creator | Review Coordinator | •Add comment •Edit Own Comment •Edit Other's comment •Link Comment •Delete Own Comment •Close Own Comment •Delete Own Comment (Option shown - No - Requires •Author Response) •Close Other's Comments (Option shown after edit - No - •Requires Author Response) |
Documents:assets.roles.Creator | Reviewer | •Add comment •Edit Own Comment •Edit Other's comment •Link Comment •Delete Own Comment |
Documents:assets.roles.Creator | Author | |
Documents:assets.roles.Admin | ||
Documents:assets.roles.Admin | Review Coordinator | •Add comment •Edit Own Comment •Edit Other's comment •Link Comment •Delete Own Comment •Close Own Comment •Close Other's Comments (Option shown after edit - No - •Requires Author Response) |
Documents:assets.roles.Admin | Reviewer | •Add comment •Edit Own Comment •Edit Other's comment •Link Comment •Delete Own Comment (Option shown - No - Requires •Author Response) •Close Own Comment •Close Other's Comments (Option shown after edit - No - •Requires Author Response) |
Documents:assets.roles.Admin | Author | |
SysAdmin (&Doc.Admin) |
Pack Actions
Role | Review Role | Under Review |
|---|---|---|
Documents:assets.roles.Creator | ||
Documents:assets.roles.Creator | Review Coordinator | •Remove from Pack |
Documents:assets.roles.Creator | Reviewer | |
Documents:assets.roles.Creator | Author | |
Documents:assets.roles.Admin | •Add to Existing Pack •Add to New Pack •Rename Pack | |
Documents:assets.roles.Admin | Review Coordinator | •Add to Existing Pack •Add to New Pack •Remove from Pack •Rename Pack |
Documents:assets.roles.Admin | Reviewer | •Add to Existing Pack •Add to New Pack •Rename Pack |
Documents:assets.roles.Admin | Author | •Add to Existing Pack •Add to New Pack •Rename Pack |
SysAdmin (&Doc.Admin) | •Add to Existing Pack •Add to New Pack •Rename Pack |
Review Admin Actions
Role | Review Role | Under Review |
|---|---|---|
Documents:assets.roles.Creator | ||
Documents:assets.roles.Creator | Review Coordinator | •Update Document Author •Update Review Coordinator •Remove Inactive Reviewers |
Documents:assets.roles.Creator | Reviewer | |
Documents:assets.roles.Creator | Author | |
Documents:assets.roles.Admin | •Update Document Author •Update Review Coordinator (DCA) •Archive Document (DCA) | |
Documents:assets.roles.Admin | Review Coordinator | •Update Document Author •Update Review Coordinator •Remove Inactive Reviewers •Archive Document (DCA) |
Documents:assets.roles.Admin | Reviewer | •Update Document Author •Update Review Coordinator (DCA) •Archive Document (DCA) |
Documents:assets.roles.Admin | Author | •Update Document Author •Update Review Coordinator (DCA) •Archive Document (DCA) |
SysAdmin (&Doc.Admin) | •Update Document Author •Update Review Coordinator (DCA) •Archive Document (DCA) |
Awaiting Response Stage
Review Actions
Role | Review Role | Awaiting Response |
|---|---|---|
Documents:assets.roles.Creator | •View •Download Document | |
Documents:assets.roles.Creator | Review Coordinator | •View •Download Document |
Documents:assets.roles.Creator | Reviewer | •View •Download Document |
Documents:assets.roles.Creator | Author | •View •Respond •Mark Response Complete •Download Document •Forward to another Author (in viewer) |
Documents:assets.roles.Admin | •View •Download Document •Forward to another Author (in viewer) | |
Documents:assets.roles.Admin | Review Coordinator | •View •Download Document •Forward to another Author (in viewer) |
Documents:assets.roles.Admin | Reviewer | •View •Download Document •Forward to another Author (in viewer) |
Documents:assets.roles.Admin | Author | •View •Respond •Mark Response Complete •Download Document •Forward to another Author (in viewer) |
SysAdmin (&Doc.Admin) | •View •Download Document •Forward to another Author (in viewer) |
Comment Actions
Role | Review Role | Awaiting Response |
|---|---|---|
Documents:assets.roles.Creator | ||
Documents:assets.roles.Creator | Review Coordinator | •Close Own Comment (Option shown - Requires Author Response) •Close Other's Comments (Option shown - Requires Author Response) |
Documents:assets.roles.Creator | Reviewer | |
Documents:assets.roles.Creator | Author | •Add Response •Edit Own Response |
Documents:assets.roles.Admin | ||
Documents:assets.roles.Admin | Review Coordinator | •Close Own Comment (Option shown - Requires Author Response) •Close Other's Comments (Option shown - Requires Author Response) |
Documents:assets.roles.Admin | Reviewer | •Close Own Comment (Option shown - Requires Author Response) •Close Other's Comments (Option shown - Requires Author Response) |
Documents:assets.roles.Admin | Author | •Add Response •Edit Own Response |
SysAdmin (&Doc.Admin) | •Close Other's Comments (Option shown - Requires Author Response) •Reopen Comment •Add Response to comment with no existing response (open comment) |
Pack Actions
| Role | Review Role | Awaiting Response |
|---|---|---|
| Documents:assets.roles.Creator | ||
| Documents:assets.roles.Creator | Review Coordinator | |
| Documents:assets.roles.Creator | Reviewer | |
| Documents:assets.roles.Creator | Author | |
| Documents:assets.roles.Admin | •Rename Pack | |
| Documents:assets.roles.Admin | Review Coordinator | •Rename Pack |
| Documents:assets.roles.Admin | Reviewer | •Rename Pack |
| Documents:assets.roles.Admin | Author | •Rename Pack |
| SysAdmin (&Doc.Admin) | •Rename Pack |
Review Admin Actions
Role | Review Role | Awaiting Response |
|---|---|---|
Documents:assets.roles.Creator | ||
Documents:assets.roles.Creator | Review Coordinator | •Update Review Coordinator •Remove Inactive Reviewers |
Documents:assets.roles.Creator | Reviewer | |
Documents:assets.roles.Creator | Author | •Update Document Author |
Documents:assets.roles.Admin | ||
Documents:assets.roles.Admin | Review Coordinator | •Update Document Author •Update Review Coordinator •Remove Inactive Reviewers |
Documents:assets.roles.Admin | Reviewer | •Update Document Author (DCA) •Update Review Coordinator (DCA) |
Documents:assets.roles.Admin | Author | •Update Document Author •Update Review Coordinator (DCA) •Incomplete Review |
SysAdmin (&Doc.Admin) | •Update Document Author (DCA) •Update Review Coordinator (DCA) |
Follow up Review Stage
Review Actions
Role | Review Role | Follow up Review |
|---|---|---|
Documents:assets.roles.Creator | •View •Generate Comment Sheet (DCA) •Download Document (DCA) | |
Documents:assets.roles.Creator | Review Coordinator | •View •Update Document Status •Review Author Responses •Move to Completed Stage (when all own comments are closed but before all comments are closed) •Generate Comment Sheet •Download Document |
Documents:assets.roles.Creator | Reviewer | •View •Review Author Responses •Generate Comment Sheet •Download Document |
Documents:assets.roles.Creator | Author | •View •View Unsanswerd Comments •Download Document |
Documents:assets.roles.Admin | •View •Generate Comment Sheet •Download Document | |
Documents:assets.roles.Admin | Review Coordinator | •View •Update Document Status •Review Author Responses •Move to Completed Stage (when all own comments are closed but before all comments are closed) •Generate Comment Sheet •Download Document •Assign Review Coordinators (in viewer) •Assign Reviewers (in viewer) |
Documents:assets.roles.Admin | Reviewer | •View •Review Author Responses •Generate Comment Sheet •Assign Review Coordinators (in viewer) •Assign Reviewers (in viewer) |
Documents:assets.roles.Admin | Author | •View •View Unsanswerd Comments •Generate Comment Sheet •Download Document •Assign Review Coordinators (in viewer) •Assign Reviewers (in viewer) |
SysAdmin (&Doc.Admin) | •View •Generate Comment Sheet •Download Document •Assign Review Coordinators (in viewer) •Assign Reviewers (in viewer) |
Comment Actions
Role | Review Role | Follow up Review |
|---|---|---|
Documents:assets.roles.Creator | ||
Documents:assets.roles.Creator | Review Coordinator | •Close Own Comment •Thread Reply (Own comments) •Thread Reply (others comments) |
Documents:assets.roles.Creator | Reviewer | •Close Own Comment •Thread Reply (Own comments) |
Documents:assets.roles.Creator | Author | •Add Response •Edit Own Response •Thread Reply (others comments) |
Documents:assets.roles.Admin | ||
Documents:assets.roles.Admin | Review Coordinator | •Close Own Comment •Close Other's Comments •Thread Reply (Own comments) •Thread Reply (others comments) |
Documents:assets.roles.Admin | Reviewer | •Close Own Comment •Close Other's Comments •Thread Reply (Own comments) |
Documents:assets.roles.Admin | Author | •Add Response •Edit Own Response •Thread Reply (others comments) |
SysAdmin (&Doc.Admin) | •Reopen Comment |
Pack Actions
| Role | Review Role | Follow up Review |
|---|---|---|
| Documents:assets.roles.Creator | ||
| Documents:assets.roles.Creator | Review Coordinator | |
| Documents:assets.roles.Creator | Reviewer | |
| Documents:assets.roles.Creator | Author | |
| Documents:assets.roles.Admin | •Rename Pack | |
| Documents:assets.roles.Admin | Review Coordinator | •Rename Pack |
| Documents:assets.roles.Admin | Reviewer | •Rename Pack |
| Documents:assets.roles.Admin | Author | •Rename Pack |
| SysAdmin (&Doc.Admin) | •Rename Pack |
Review Admin Actions
Role | Review Role | Follow up Review |
|---|---|---|
Documents:assets.roles.Creator | ||
Documents:assets.roles.Creator | Review Coordinator | •Update Document Author •Update Review Coordinator •Remove Inactive Reviewers |
Documents:assets.roles.Creator | Reviewer | |
Documents:assets.roles.Creator | Author | |
Documents:assets.roles.Admin | •Update Document Author •Update Review Coordinator (DCA) | |
Documents:assets.roles.Admin | Review Coordinator | •Update Document Author •Update Review Coordinator •Remove Inactive Reviewers |
Documents:assets.roles.Admin | Reviewer | •Update Document Author •Update Review Coordinator (DCA) |
Documents:assets.roles.Admin | Author | •Update Document Author •Update Review Coordinator (DCA) |
SysAdmin (&Doc.Admin) | •Update Document Author •Update Review Coordinator (DCA) |
Completed Stage
Review Actions
Role | Review Role | Completed |
|---|---|---|
Documents:assets.roles.Creator | •View •Generate Comment Sheet (DCA) •Download Document (DAC) | |
Documents:assets.roles.Creator | Review Coordinator | •View •Generate Comment Sheet •Download Document |
Documents:assets.roles.Creator | Reviewer | •View •Generate Comment Sheet (DCA) •Download Document (DAC) |
Documents:assets.roles.Creator | Author | •View •Generate Comment Sheet (DCA) •Download Document (DAC) |
Documents:assets.roles.Admin | •View •Generate Comment Sheet •Download Document | |
Documents:assets.roles.Admin | Review Coordinator | •View •Generate Comment Sheet •Download Document |
Documents:assets.roles.Admin | Reviewer | •View •Generate Comment Sheet •Download Document |
Documents:assets.roles.Admin | Author | •View •Generate Comment Sheet •Download Document |
SysAdmin (&Doc.Admin) | •View •Generate Comment Sheet •Download Document |
Comment Actions
| Role | Review Role | Completed |
|---|---|---|
| Documents:assets.roles.Creator | ||
| Documents:assets.roles.Creator | Review Coordinator | |
| Documents:assets.roles.Creator | Reviewer | |
| Documents:assets.roles.Creator | Author | |
| Documents:assets.roles.Admin | ||
| Documents:assets.roles.Admin | Review Coordinator | |
| Documents:assets.roles.Admin | Reviewer | |
| Documents:assets.roles.Admin | Author | |
| SysAdmin (&Doc.Admin) | •Add Response to comment with no existing response (closed comments) |
Pack Actions
| Role | Review Role | Completed |
|---|---|---|
| Documents:assets.roles.Creator | ||
| Documents:assets.roles.Creator | Review Coordinator | |
| Documents:assets.roles.Creator | Reviewer | |
| Documents:assets.roles.Creator | Author | |
| Documents:assets.roles.Admin | •Rename Pack | |
| Documents:assets.roles.Admin | Review Coordinator | •Rename Pack |
| Documents:assets.roles.Admin | Reviewer | •Rename Pack |
| Documents:assets.roles.Admin | Author | •Rename Pack |
| SysAdmin (&Doc.Admin) | •Rename Pack |
Review Admin Actions
None
Updated 4 days ago