{"id":49581,"date":"2020-04-03T06:40:24","date_gmt":"2020-04-03T13:40:24","guid":{"rendered":"http:\/\/www.technosolutions.com\/kb\/?p=49581"},"modified":"2020-04-10T05:11:04","modified_gmt":"2020-04-10T12:11:04","slug":"approving-review-package-records-using-topteam-web","status":"publish","type":"post","link":"http:\/\/www.technosolutions.com\/kb\/49581\/approving-review-package-records-using-topteam-web\/","title":{"rendered":"Approving Review Package records using TopTeam Web"},"content":{"rendered":"<h3>Overview<\/h3>\n<p>A <strong>Review Package<\/strong> includes records that are to be approved by a reviewer. An <em>Approval Request<\/em> is forwarded to reviewers using <em>TopTeam Desktop App<\/em>. A reviewer will approve these records using <em>TopTeam Web<\/em>.<\/p>\n<p>This article describes the procedure to approve a <strong>Review Package<\/strong> using <em>TopTeam Web<\/em>.<\/p>\n<h3>Who should read this?<\/h3>\n<ul>\n<li>TopTeam Users<\/li>\n<li>Collaborators (External Users)<\/li>\n<\/ul>\n<h3>Prerequisites<\/h3>\n<ul>\n<li><a id=\"post-49581-Step20\"><\/a> An <strong>Approval Request<\/strong> must be forwarded to a reviewer for the records contained within a <strong>Review Package<\/strong>. Refer to the article <a href=\"http:\/\/www.technosolutions.com\/kb\/49568\/creating-approvals-using-review-packages\/\" target=\"_blank\" rel=\"noopener\">Creating Approvals using Review Packages<\/a>.<\/li>\n<\/ul>\n<h3>Step 1. Login to TopTeam Web<\/h3>\n<p><img decoding=\"async\" class=\"wp-image-49727\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/word-image-48.png\" \/><\/p>\n<h3><a id=\"post-49581-Step21\"><\/a>Step 2. Open Approval Inbox<\/h3>\n<p><img decoding=\"async\" class=\"wp-image-49728\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/word-image-15.gif\" \/><\/p>\n<h3>View record\u2019s updated status in Document Map<\/h3>\n<p>The following images illustrate the review interface of an approval request:<\/p>\n<p><img decoding=\"async\" class=\"wp-image-49729\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/word-image-49.png\" \/><\/p>\n<p><img decoding=\"async\" class=\"wp-image-49731\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/http-www-technosolutions-com-docs-wp-content-upl-10.png\" alt=\"http:\/\/www.technosolutions.com\/docs\/wp-content\/uploads\/2019\/07\/word-image-25.png\" \/><\/p>\n<p><img decoding=\"async\" class=\"wp-image-49732\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/c-users-admin-appdata-local-temp-snaghtml499b307-1-1.png\" alt=\"C:\\Users\\admin\\AppData\\Local\\Temp\\SNAGHTML499b307.PNG\" \/><\/p>\n<p>Each of the user interface elements is explained in detail below.<\/p>\n<h4>Document Map<\/h4>\n<p><em>Document Map<\/em> is displayed on the left-hand side and shows the contents of the review package. You can click an artifact to directly navigate to it in the review request.<\/p>\n<p><img decoding=\"async\" class=\"wp-image-49733\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/http-www-technosolutions-com-docs-wp-content-upl-11.png\" alt=\"http:\/\/www.technosolutions.com\/docs\/wp-content\/uploads\/2019\/07\/word-image-26.png\" \/><\/p>\n<h4>Identifying if records are new, modified or deleted since last review<\/h4>\n<p>Newly added records to the review document display in <span style=\"color: #0000ff;\"><strong>blue<\/strong> <\/span>color in <em>Document Map<\/em>.<\/p>\n<p><img decoding=\"async\" class=\"wp-image-49734\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/http-www-technosolutions-com-docs-wp-content-upl-12.png\" alt=\"http:\/\/www.technosolutions.com\/docs\/wp-content\/uploads\/2019\/07\/word-image-30.png\" \/><\/p>\n<p>Also, a <span style=\"color: #32b5ed;\"><strong>blue<\/strong> <\/span>bar displays next to the <em>Indicators Panel<\/em>.<\/p>\n<p><img decoding=\"async\" class=\"wp-image-49735\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/http-www-technosolutions-com-docs-wp-content-upl-13.png\" alt=\"http:\/\/www.technosolutions.com\/docs\/wp-content\/uploads\/2019\/07\/word-image-31.png\" \/><\/p>\n<p>Records that are modified since last review display in <span style=\"color: #008000;\"><strong>green<\/strong> <\/span>color in <em>Document Map<\/em>.<\/p>\n<p><img decoding=\"async\" class=\"wp-image-49736\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/http-www-technosolutions-com-docs-wp-content-upl-14.png\" alt=\"http:\/\/www.technosolutions.com\/docs\/wp-content\/uploads\/2019\/07\/word-image-36.png\" \/><\/p>\n<p>Also, a <span style=\"color: #6bf26f;\"><strong>green<\/strong> <\/span>bar displays next to the <em>Indicators Panel<\/em>.<\/p>\n<p>You can view the modifications made to a record by clicking the bar or by clicking the <strong>View Changes (Diff) <\/strong>link. Differences will display in a new window.<\/p>\n<p><img decoding=\"async\" class=\"wp-image-49737\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/http-www-technosolutions-com-docs-wp-content-upl-15.png\" alt=\"http:\/\/www.technosolutions.com\/docs\/wp-content\/uploads\/2019\/07\/word-image-37.png\" \/><\/p>\n<p>Deleted records since last review display in <span style=\"color: #ff0000;\"><strong>red<\/strong> <\/span>color in <em>Document Map<\/em>.<\/p>\n<p><img decoding=\"async\" class=\"wp-image-49738\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/http-www-technosolutions-com-docs-wp-content-upl-16.png\" alt=\"http:\/\/www.technosolutions.com\/docs\/wp-content\/uploads\/2019\/07\/word-image-40.png\" \/><\/p>\n<p>Also, a <span style=\"color: #f06767;\"><strong>red<\/strong> <\/span>bar displays next to the <em>Indicators Panel<\/em>.<\/p>\n<p><img decoding=\"async\" class=\"wp-image-49739\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/http-www-technosolutions-com-docs-wp-content-upl-17.png\" alt=\"http:\/\/www.technosolutions.com\/docs\/wp-content\/uploads\/2019\/07\/word-image-41.png\" \/><\/p>\n<h4>Review Area<\/h4>\n<p>On the right-hand side panel, review area displays the artifacts sent to you for your review or approval. Review artifacts are displayed in a paginated format and you can control the number of artifacts displayed per page. For each artifact, icons for comments and approval status are displayed in the <strong>Indicators Panel.<\/strong><\/p>\n<p><img decoding=\"async\" class=\"wp-image-49740\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/http-www-technosolutions-com-docs-wp-content-upl-18.png\" alt=\"http:\/\/www.technosolutions.com\/docs\/wp-content\/uploads\/2019\/07\/word-image-27.png\" \/><\/p>\n<h3>Step 3. View and add review comments<\/h3>\n<h4>Viewing Comments<\/h4>\n<p>If a stakeholder left a comment, the number of comments against any given record are indicated by the comment icon. Click the icon to display all comments.<\/p>\n<p>There are highlighted (<span style=\"color: #ff9900;\"><strong>orange<\/strong><\/span>) comments and regular (<span style=\"color: #00ccff;\"><strong>blue<\/strong><\/span>) comments.<\/p>\n<ul>\n<li>Highlighted comments are the new comments since you last opened an approval request.<\/li>\n<li>Regular comments are comments which you have already viewed since you last opened an approval request.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"wp-image-49741\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/word-image-16.gif\" \/><\/p>\n<h4>Adding Comments<\/h4>\n<p>There are two methods to add comments to records:<\/p>\n<ul>\n<li>Add Textual Comments<\/li>\n<li>Add Contextual Comments<\/li>\n<\/ul>\n<p>When a record is of a diagram type, you can add comments using two methods:<\/p>\n<ul>\n<li>Comment on Widget<\/li>\n<li>Comment on Region<\/li>\n<\/ul>\n<p>This section describes how to add comments to records.<\/p>\n<h5>Adding Textual Comments<\/h5>\n<p><img decoding=\"async\" class=\"wp-image-49742\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/word-image-17.gif\" \/><\/p>\n<h5>Adding Contextual Comments<\/h5>\n<p><img decoding=\"async\" class=\"wp-image-49743\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/word-image-18.gif\" \/><\/p>\n<h5>Adding Comments on Diagram<\/h5>\n<p><img decoding=\"async\" class=\"wp-image-49744\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/word-image-19.gif\" \/><\/p>\n<h3>Step 4. Approve a record<\/h3>\n<p><img decoding=\"async\" class=\"wp-image-49745\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/word-image-20.gif\" \/><\/p>\n<p>If you do not want to approve a record due to any reason, you can set its approval status as <em>Needs Revision<\/em>, <em>Abstained,<\/em> or <em>Need More Information<\/em>.<\/p>\n<p><img decoding=\"async\" class=\"wp-image-49746\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/word-image-21.gif\" \/><\/p>\n<p>You can also approve (or disapprove) records in bulk.<\/p>\n<p><img decoding=\"async\" class=\"wp-image-49747\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/word-image-22.gif\" \/><\/p>\n<h3>Step 5. Finish Review to check in your Approval Status verdict<\/h3>\n<p>Once you are done reviewing records, finish the approval request. Finishing review will close and lock this document which will be sent back to the author. Before finishing review, ensure that you have reviewed the document thoroughly.<\/p>\n<p><img decoding=\"async\" class=\"wp-image-49748\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/word-image-23.gif\" \/><\/p>\n<div><a style=\"font-size: 18px;\" title=\"Creating a Review Package using Review Package Wizard\" href=\"http:\/\/www.technosolutions.com\/kb\/49568\/creating-approvals-using-review-packages\/\" target=\"_blank\" rel=\"noopener\">&lt;&lt; Previous<\/a><a style=\"float: right; font-size: 18px;\" title=\"How to track review request progress\" href=\"http:\/\/www.technosolutions.com\/kb\/47726\/how-to-track-review-request-progress\/\" 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 A Review Package includes records that are to be approved by a reviewer. An Approval Request is forwarded to reviewers using TopTeam Desktop App. A reviewer will approve these records using TopTeam Web. This article describes the procedure to approve a Review Package using TopTeam Web. Who should read this? TopTeam Users Collaborators (External Users) Prerequisites An Approval Request must be forwarded to a reviewer for the records contained within a Review Package. Refer to the article Creating Approvals using Review Packages. Step 1. Login to TopTeam Web Step 2. Open Approval Inbox View record\u2019s updated status in Document <\/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-49581","post","type-post","status-publish","format-standard","hentry","category-review-package","tag-reviews"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-cTH","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/49581","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=49581"}],"version-history":[{"count":5,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/49581\/revisions"}],"predecessor-version":[{"id":49771,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/49581\/revisions\/49771"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=49581"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=49581"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=49581"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}