Highlighted
Cadet 2nd Class
Cadet 2nd Class
568 views

CM 9.3 Document Review feature

Upgrading to 9.3.1 - Have seen a new feature (from 8.3) called Document Review. Can anyone assist in advising what the feature might be used for, what kind of records might need to be reviewed, and what gap it is filling. I have found it a little confusing, particularly at the individual record level. For instance, there is no mechanism to send an email to reviewers or authorizers if not not completed at the record level, only the record type level

Alby

.

0 Likes
3 Replies
Highlighted
Fleet Admiral Fleet Admiral
Fleet Admiral

Hello

We are just starting to look at this.

I would be happy to share my feedback shortly.

0 Likes
Highlighted
Cadet 3rd Class
Cadet 3rd Class

As far as I can work out, you might use this feature for a specific type of record that always goes through the same review and approval process e.g. policy documents. 

I can't see a use for it in my organisation if you can't alter the reviewers and approvers for individual records, plus creating specific record types for each review process has the potential to confuse the users and create an administration overhead. 

 

0 Likes
Highlighted
Fleet Admiral Fleet Admiral
Fleet Admiral

Hello

My testing has shown you can choose individual reviewer and authorisers per record. You are not restricted to the same for all records of the given record type.

0 Likes
The opinions expressed above are the personal opinions of the authors, not of Micro Focus. By using this site, you accept the Terms of Use and Rules of Participation. Certain versions of content ("Material") accessible here may contain branding from Hewlett-Packard Company (now HP Inc.) and Hewlett Packard Enterprise Company. As of September 1, 2017, the Material is now offered by Micro Focus, a separately owned and operated company. Any reference to the HP and Hewlett Packard Enterprise/HPE marks is historical in nature, and the HP and Hewlett Packard Enterprise/HPE marks are the property of their respective owners.