Managing the approval status of reviews

Overview

You can record and manage the approval status for each review file.
You can run the approval process with just Lightning Review and perform strict review implementation management.

This article explains how to approve reviews and check the approval status.
To check the approval status of a review, perform the following operations.

1. Preparation: Add approval status
   Set the review settings so that review approval can be performed.

2. After the review is performed: Check and update approval status
   Check the current approval status and update the approval status.

Add approval status

If you want to approve a review, you must register the approval status in advance.
This setting allows you to check and update the approval status for each review.

Setting procedure

1. Click [File] menu - [Review Settings] to display the [Review Settings] dialog.

2. Click [Add approval status] on the [Review] tab.
   

   
   info

   The following are added as the default: Under creation, Created, Reviewed, Approved.

3. Register the necessary approval status based on the status added as the default.
   You can add, delete, and edit statuses.

   

Check and update approval status

Update the approval status after the review is performed.

• Reviews are managed by the approval status registered in "Review settings".
• If you select a status after "Created", the selected user and date will be automatically set as the status.

caution

If you select the first approval status, "Under Creation," the user and date set for the statuses after "Created" will be cleared.
Please be careful not to select it by mistake.

Setup Procedure

1. Click "Overview" on the screen below.
   Or click the "View" menu - "Overview Page."
   

   

2. Select the "Status" tab.
   

   

3. Select the status to change.

Clicking the status will automatically set the date and the user name you clicked.
Please modify the default date and person in charge as necessary.

info

You can check your username from the Tools menu - Options.

Close a review

To close a review, click "Close review" in the "Status" tab of "Overview".