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R
RoyCrerar1-Visitor
1-Visitor
April 18, 2018
Question

Peer review of documents

  • April 18, 2018
  • 1 reply
  • 9974 views

Hi, I have a group of users that I would like to review and add comments to a document/documents. How do other people manage reviewing Microsoft documents? I don't really want to promote any objects it is more of an activity prior to promoting to sanity check the document between a few users.

    1 reply

    J
    JHall1-Visitor
    1-Visitor
    April 18, 2018

    Hi Roy,

     

    If you are going to have them in Windchill, are you also wanting to treat them differently than any other object? At first appearance, it seems they are just another object.  I was thinking a Promotion Request or something like that?

     

    James

    R
    RoyCrerar1-VisitorAuthor
    1-Visitor
    April 18, 2018

    Thanks for your input. I don't really want to do promotion request as the object should remain in a Draft state until all the feedback has been reviewed and added or rejected. From that point it would get promoted to an approved state.

    We have attempted emailing a link to the file but this link fails for additional users once the first reviewer has made an update.

    J
    JeffZemsky17-Peridot
    17-Peridot
    April 18, 2018

    (view in My Videos)
    With Windchill 11.0 M030 we introduced a new object for Design Review.  One of the OOTB workflows we provide is Peer Review for this use case.  It does not do a state change - it does allow  one to define 1 to many documents to review where a user can have one (or more people) perform a review.

     

    Its part of change so one can also tie a Design Review into a Change Request process or a Change Task process.

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