Once a briefing has been filled in and submitted, its status will change to “In review.”
All assigned groups and users can now begin the review process.
To review a briefing, click the pencil icon next to it.
This will open an overview of all submitted data. While reviewing, several actions and status changes are possible.
Exporting
Use the export button in the top-left corner to download the form as a PDF.
Field checkboxes
Next to each form field, a checkbox is shown.
If any data is incorrect, check the box. This will open a comment field where you can describe what needs to be changed.
Approved
If all data is correct and no comments are placed click on the “Approve” button in the bottom-left corner.
If a comment was previously added but the issue has been resolved:
Click the checkbox again to remove the comment.
Once no comments remain, you can approve the briefing.
After approval:
An email notification is sent to the creator and all assigned users and groups.
Rejected
If any part of the data is incorrect:
Use the checkboxes to mark incorrect fields and add comments explaining what needs to be changed.
When done, click the “Reject” button in the bottom-left corner.
After rejection:
An email is sent to the creator and all assigned users/groups.
The creator can then update the briefing and resubmit it. If needed, you can repeat the review process using the same steps.