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Reviewing a Document or Questionnaire

If you have been assigned the reviewer role, a document owner can assign you to review a document or questionnaire. Then, when that document/questionnaire is submitted for review, you receive a task assignment notification in the form of an email (if you are set up to receive emails from PolicyTech), and a task is added to your My Tasks list.

To open a document or questionnaire you've been assigned to review, do one of the following:

Open the task notification email, and then click the link.

Click My Tasks, click the Review heading to show those tasks, and then click the title.

Find and open the document/questionnaire using the Documents I Review option for My Relationship when using Search or Browse (see Searching for a Document or Questionnaire or Browsing for a Document or Questionnaire).

(Conditional) If the assigned item is a document and, when you open it, you see a window like the one below, follow the instructions in Downloading a Document to Open It, and then resume with the next step in these instructions.

Note: If you see an alert like the one below, it means that another user (another reviewer or an administrator) is working on the document in edit mode. If, after reviewing the document, you need to revise it, you will not be able to do so until the other user finishes and closes the document. If you want to be notified when the document is available, select Notify me by email when the document is no longer checked out, and then click OK to clear the warning.

Check for and review all supplementary materials (see Reviewing Supplementary Materials for details) and the attached questionnaire, if there is one (for documents only; see Reviewing a Document Questionnaire for details).
Read the document/questionnaire carefully and completely.

Note: If you're reviewing a Word or HTML document, if one or more other reviewers have already reviewed the document and made revisions, you see those revisions, with each reviewer's changes in a different color text. You can rest your cursor on (hover over) one of the color-coded changes to see who made the change and when.

(Optional) To see if other assigned reviewers have revised or declined the document/questionnaire and their reasons for doing so, click the Overview tab, and then click Reviewer Status (see Working with the Overview). Click a reviewer's name to see any comments.

Accept, revise, or decline the document, or accept or decline the questionnaire. Click a link below for further instructions.