Location: Reviewer Screen > Review Inbox > Finalize Review/Approval
Finalize Review/Approval HomeBack Next

An activity must first be reviewed, finalized and assigned before it can be submitted for approval by the Submit for Approval feature under Review/Approval. The assigned personnel are notified that the activity is ready for approval and comments that are made can later be retrieved using the Review Comments feature under Review/Approval. Ensure that an Approval Authority has been assigned to the project under the Project Management feature. The user e-mail addresses must also be entered. See Assign Users to a Project. Note: To unlock an activity after approval, it must be set to in-production status.

1. Click the Finalize Review button from the Reviewer Inbox.

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2. On the Finalize Review screen, add comments if necessary and then click the Submit button. In the new window, click OK to finalize the review or Cancel to return to the review. 

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The activity is removed from the Review Inbox or Approval Inbox screen and placed on the Completed Reviews or Completed Approvals screen. The numbers in brackets ( ) updates to correspond.

3. The activity must then be finalized by a Review Manager. Select Rejected, Approved or Approved with comments and enter comments, if desired. To opt in to the notification email, Review Managers click the Send me a copy of the notification e-mail checkbox. Note: The names of users who will receive email notifications (or be cc'd in) appear on this screen. Click the Submit button, then in the new window, click OK to finalize the review or Cancel to return to the review. 

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Note: When the Review Manager feature is turned on, notification of a Reviewer’s completed review is sent to the Review Manager and copied to the Reviewer. Notification of a Review Manager’s completed review is sent to the Manager and copied to the Developer and Approval Authority.