{"id":49568,"date":"2020-04-03T06:17:35","date_gmt":"2020-04-03T13:17:35","guid":{"rendered":"http:\/\/www.technosolutions.com\/kb\/?p=49568"},"modified":"2020-04-10T03:44:46","modified_gmt":"2020-04-10T10:44:46","slug":"creating-approvals-using-review-packages","status":"publish","type":"post","link":"http:\/\/www.technosolutions.com\/kb\/49568\/creating-approvals-using-review-packages\/","title":{"rendered":"Creating Approvals using Review Packages"},"content":{"rendered":"<h3>Overview<\/h3>\n<p>When you send a <strong>Review Package<\/strong> for approval, the approval request (review document) is sent to the selected reviewers in their approval inbox of <em>TopTeam Web<\/em>. Reviewers can open a review document from the approval inbox and approve the document.<\/p>\n<p><strong>Create Approval Request Wizard<\/strong> wizard will assist you in sending a review document for review.<\/p>\n<p>This article describes the procedure to send records for approvals that are included in a <strong>Review Package<\/strong>.<\/p>\n<h3>Who should read this?<\/h3>\n<ul>\n<li>TopTeam Users<\/li>\n<\/ul>\n<h3>Prerequisites<\/h3>\n<ul>\n<li><a id=\"post-49568-Step47\"><\/a> You must have required permissions for creating <strong>Review Packages<\/strong>.<\/li>\n<\/ul>\n<h3><a id=\"post-49568-Step32\"><\/a>Step 1. Open a Review Package from Repository Explorer<\/h3>\n<p><img decoding=\"async\" class=\"wp-image-49704\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/word-image-39.png\" \/><\/p>\n<h3><a id=\"post-49568-Step33\"><\/a>Step 2. Create a new Approval Request<\/h3>\n<p><img decoding=\"async\" class=\"wp-image-49705\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/word-image-40.png\" \/><\/p>\n<h3><a id=\"post-49568-Step34\"><\/a>Step 3. Create Approval Request Wizard opens, select a Review Step<\/h3>\n<p><img decoding=\"async\" class=\"wp-image-49706\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/1-png-10.png\" alt=\"1.png\" \/><\/p>\n<h3><a id=\"post-49568-Step35\"><\/a>Step 4. Enter Title and Description for the Approval Request<\/h3>\n<p><img decoding=\"async\" class=\"wp-image-49707\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/1-png-11.png\" alt=\"1.png\" \/><\/p>\n<h3><a id=\"post-49568-Step36\"><\/a>Step 5. Select collaborators (external users) to whom you want to send the approval request for review<\/h3>\n<p><img decoding=\"async\" class=\"wp-image-49708\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/1-png-12.png\" alt=\"1.png\" \/><\/p>\n<p><strong>NOTE: If the wizard does not display the page for selecting <em>Collaborators<\/em> or <em>External Reviewers, <\/em>define the review process (as shown in the step below) to display this page in the wizard.<\/strong><\/p>\n<h4><a id=\"post-49568-Step37\"><\/a>Step 5.1. Click Define Review Process to display the above page in the wizard<\/h4>\n<p><img decoding=\"async\" class=\"wp-image-49709\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/word-image-41.png\" \/><\/p>\n<p>Click <a href=\"http:\/\/www.technosolutions.com\/kb\/47667\/creating-review-steps\/\" target=\"_blank\" rel=\"noopener\">here<\/a> to learn more about defining a review process.<\/p>\n<h3><a id=\"post-49568-Step38\"><\/a>Step 6. Select authors (internal users) to whom you want to send the approval request for review<\/h3>\n<p><img decoding=\"async\" class=\"wp-image-49710\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/1-png-13.png\" alt=\"1.png\" \/><\/p>\n<h3><a id=\"post-49568-Step39\"><\/a>Step 7. Set the due date for the approval request<\/h3>\n<p><img decoding=\"async\" class=\"wp-image-49711\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/1-png-14.png\" alt=\"1.png\" \/><\/p>\n<h3><a id=\"post-49568-Step40\"><\/a>Step 8. Create notifications for the approval request<\/h3>\n<p><img decoding=\"async\" class=\"wp-image-49712\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/1-png-15.png\" alt=\"1.png\" \/><\/p>\n<h3><a id=\"post-49568-Step41\"><\/a>Approval Request has been created and sent to the selected reviewers (approvers)<\/h3>\n<p><img decoding=\"async\" class=\"wp-image-49713\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/word-image-42.png\" \/><\/p>\n<div><a style=\"font-size: 18px;\" title=\"Creating a Review Package using Review Package Wizard\" href=\"http:\/\/www.technosolutions.com\/kb\/49555\/creating-a-review-package-using-review-package-wizard\/\" target=\"_blank\" rel=\"noopener\">&lt;&lt; Previous<\/a><a style=\"float: right; font-size: 18px;\" title=\" Approving Review Package records using TopTeam Web\" href=\"http:\/\/www.technosolutions.com\/kb\/49581\/approving-review-package-records-using-topteam-web\/\" target=\"_blank\" rel=\"noopener\">Next &gt;&gt;<\/a><\/div>\n<p>Revised: April 10<sup>th<\/sup>, 2020<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Overview When you send a Review Package for approval, the approval request (review document) is sent to the selected reviewers in their approval inbox of TopTeam Web. Reviewers can open a review document from the approval inbox and approve the document. Create Approval Request Wizard wizard will assist you in sending a review document for review. This article describes the procedure to send records for approvals that are included in a Review Package. Who should read this? TopTeam Users Prerequisites You must have required permissions for creating Review Packages. Step 1. Open a Review Package from Repository Explorer Step 2. <\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[187],"tags":[114],"class_list":["post-49568","post","type-post","status-publish","format-standard","hentry","category-review-package","tag-reviews"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-cTu","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/49568","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/comments?post=49568"}],"version-history":[{"count":6,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/49568\/revisions"}],"predecessor-version":[{"id":49726,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/49568\/revisions\/49726"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=49568"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=49568"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=49568"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}