Workflow Functions in the Metadata Panel

Users can conduct the full document QC Workflow process for a document via the metadata panel, even outside of the normal QC Review area of the system. A more in-depth review of these functions can be found in the related section of this user guide. However, a list of workflow related functions available from the metadata pane is below:

• Claim and Release documents
• Apply metadata coding
• Pass/Fail documents
• Send an issue notification
• Open a workflow query
• View all Workflow History

Administrative users can also use the three-dot menu at the top-right of the metadata pane to reassign a document reviewer or to exclude a document from the workflow entirely. Once a document has been excluded from the workflow, room administrators can use the same menu to manually set a document’s status in the study room.