Working with a Revised or Declined Document or Assessment

Once all reviewers or approvers have reviewed a document or assessment, there are two possible outcomes:

  • If the document or assessment was accepted by all the assigned reviewers or approvers, it is automatically moved to the next status (Approval, Pending, or Published) and the appropriate assignees are notified. In this case, you, as the owner, do not need to do anything. You may receive an email notification that the document or assessment has been moved on in the workflow.
  • If the document or assessment was revised or declined by at least one of the reviewers or approvers, it is automatically sent back to Draft status. You, as the owner, are notified via email so you can make needed changes and resubmit the document or assessment for review or approval.

    Note: As individual reviewers or approvers revise or decline the document/assessment, you receive email messages with any comments from the reviewers or approvers (if your email subscriptions include this type of notification). Only after the last reviewer or approver has taken action is the document/assessment automatically moved back to Draft.

  • Open the task notification email, read the comments made by the reviewer or approver, and then click the link.

  • Click My Tasks, expand the Prepare group, and then click the title.

Revise or Decline a Document or Assessment

  1. What you do next depends on whether the document or assessment was revised or declined and what type of content item it is. Do any of the following that apply:
    • If the revised or declined item is a Word document and one or more of the reviewers or approvers revised the document, their changes will be highlighted with the Word Track Changes feature. You need to accept or reject the changes.
    • If the revised or declined item is an Excel or PowerPoint document and one or more reviewers or approvers revised the document, you will need to compare document snapshots (draft versions) to see what was changed.
    • If the revised or declined item is a document containing an uploaded file and one or more approvers revised it, open the document, review the revisions, and make any needed edits.
    • If the revised or declined item is a document or assessment that was declined, and none of the reviewers or approvers revised it, refer to the comments entered when the document or assessment was declined and make changes accordingly. (No text will be marked up.) These comments are included in the notification email and in the Reviewer Status or Approver Status page of the Overview.
  2. When you have finished making the necessary changes, resubmit the document/assessment to review or approval.