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, Set Review Duration (DCA), Update Document Status (DCA) | |
| SysAdmin (&Doc.Admin) | View, Download Document, Assign Review Coordinators (in viewer), Assign Reviewers, 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, Assign Reviewers (DCA), Archive Document (DCA) | |
| SysAdmin (&Doc.Admin) | Update Document Author, Assign Reviewers (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, Mark Review Complete, Send back to Author, Download Document |
| Documents:assets.roles.Creator | Reviewer | View, Review, Skip, Mark Review Complete, Download Document |
| Documents:assets.roles.Creator | Author | View |
| Documents:assets.roles.Admin | View, Assign Reviewers, Download Document | |
| Documents:assets.roles.Admin | Review Coordinator | View, Review, Skip, Set Review Duration, Update Document Status, Assign Reviewers, Mark Review Complete, Send back to Author, Download Document |
| Documents:assets.roles.Admin | Reviewer | View, Review, Assign Reviewers, Skip, Download Document |
| Documents:assets.roles.Admin | Author | View, Assign Reviewers, 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 Unanswered 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, Assign Reviewers |
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 about 18 hours ago