Review briefing

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.