Custom Fields

  1. Click the Custom Fields tab that displays the Status and Issues panels.

  2. Click Add below the Status section. The empty field gets added below the ‘Status Name’ with the following status:
    • Approved
    • Rejected
    • Approved with issues
    • In Progress
    • Manager Reviewed with Issues
    • Manager Reviewed
    • CRA Reviewed
    • Signed

  3. Click the Delete button to delete the selected Status Name.

  4. Click Add below the Issues section. The empty field gets added below the Issue Name with the List of issues.
  5. Click the issues to assign the reasons in case the reviewer rejects a document/asks for clarification.

  6. To make metadata fields, as required, available for a workflow configuration, proceed to Fields section and select the Workflow Fields, as required.
    • These fields will appear in the Fields panel at the bottom of the Custom Fields tab. Tick the fields as required for the review. Refer to the screenshot below:

    • These checked fields will appear in the Review panel of a document in the Collaborative Workspace > Documents Library module once a document is claimed for review.
    • As shown in the screenshots, the Submission Date, Approval Date, and Document Version fields checked in the workflow configuration appear in the Review Panel of the document metadata window.

  7. Click the Delete button to delete the selected Issues Name.