Managing Review Approval Status

Overview

You can record and manage the approval status for each review file.
You can run the approval process using only Lightning Review and strictly manage the review process.

This section explains how to approve reviews and check the approval status.
To check the review approval status, please perform the following steps.

1. Preparation: Add Approval Status

Configure the review settings to allow review approval.

2. After Review: Check and Update Approval Status

Check the current approval status and update it.

Adding Approval Status

To approve reviews, you need to register the approval status beforehand.
This setting allows you to check and update the approval status for each review.

Setup Procedure

1. Click [File] menu - [Review Settings] to display the [Review Settings] dialog box.
2. Click [Add Approval Status] on the [Review] tab.
   

info

The initial values ​​added are: In Progress, Completed, Under Consideration, and Approved.

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

Check and update approval status

Update the approval status after the review is completed.

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

caution

Setting the status to "In Progress," which is the first approval status, will clear the users and dates set for statuses from "Created" onwards.
Please be careful not to select it by mistake.

Setup Procedure

1. Click [Overview] on the screen below.
   

Alternatively, click [View] menu - [Overview Page].

2. Select the [Status] tab.
   

3. Select the status you want to change.

Clicking a status will automatically set the date and the username of the person who clicked it.
Please modify the default date and assignee as needed.

info

You can check the username from the [Tools] menu - [Options].

Closing a Review

To close a review, click "Close Review" on the "Status" tab in the "Summary" section.