Assign release states for Review

Review

Before working with Review, users need sufficient permissions to view and work with the content they'll be reviewing and editing. They also need sufficient permissions to move the topics into and out of the associated release states using the change into state and change out of state options. The release states used by Review in the review and editorial stages must be defined with the review types Review or Editorial.

icon_OpenNewWindowVideo: Setting up release states for the Review workflow

Important: The security administrator configures these options in the Release States screen. A minimum of List Objects, Read Objects, Change Out of State, and Change Into State permissions must be set for each participant in the review.

ReleaseStatesPermissions-List,Read-Objects

To classify a release state for a review:

  1. Open the Library in Administrator.
  2. From the main menu go to Security > Release States.
  3. Create the release states used for your review cycles.

    Tip: Assign an object color to each release state. The object color shows in the Author Editor and Contribute to quickly identify the objects in a specific release state.

    Note: The Review Color only appears when publishing a Word document for review; the Review module doesn't use this setting.

  4. Click the review type column in release state's row to display the review type drop-down list. Select Review or Editorials from the list.

    Release States Review Types Drop-down List

  5. Right-click the release state and click Check Row to add or update the permissions.

    Release States for Review

  6. Save your changes.