Claiming a Document for Review

Once a user has been added to a QC workflow, the first step is to claim a document for review. The user must first claim the document because all newly added documents come into the workflow in a pool of documents normally referred to as ‘Available for Review.’

To claim a document for review, please follow these steps:

1. Navigate to the Documents module.
2. Select the ‘Reviews’ view from the dropdown menu above the index pane.
   • This view will only appear in the list if you have been added to the workflow.

     

3. When the screen loads, the index pane will load with all of the workflows in which the user is a participant. This will normally be just one workflow. Expand the workflow to see the status folders.

   

4. Select the ‘Available for Review’ folder.
   • The documents grid will populate with a list of documents that the user could potentially claim. The list of documents may not be the same for any two users depending upon what step of the workflow they are assigned to and whether or not they have already reviewed the document.
     • Users who have reviewed a document in step 1 of a multi-step QC workflow will not be able to claim the document in any later step.
5. Check the boxes in front of the documents to be claimed. The user could claim one document at a time, but selecting multiple documents is far more efficient.
6. Click the ‘Claim’ button above the documents grid.

   

7. Once the documents have been claimed, they are moved to the ‘Claimed’ folder and are no longer visible in the ‘Available for Review’ folder.