Enabling Document Review

Refreshed Web Interface > About Document Review > Enabling Document Review

The administrator must enable document review by setting the properties in the Windchill RV&S administration client for the document type.

1. Select Workflows and Documents > Types.

2. Select the document type and from the shortcut menu, select Edit Type.

3. In the Edit Type window, select Properties.

4. Set the following properties:

◦ MKS.RQ.type.comments.enable — To enable commenting, value of the property must be set to true.

◦ MKS.RQ.type.comments.stateField.value — The value of the property is the state in which the review session is triggered.

For example,

MKS.RQ.type.comments.stateField.value="In Review"

◦ MKS.RQ.field.comment.reviewersField — The value of the property is a user field that contains a list of reviewers for the document.

For example,

MKS.RQ.field.comment.reviewersField="Reviewers"

• The field mentioned as the value of the MKS.RQ.field.comment.reviewersField property cannot be an empty field, the field must be added to the Visible Fields for the document type.

• The reviewers must be added before the document moves to the state which mentioned as the value for MKS.RQ.type.comments.stateField.value property.

• The document and the nodes should not be edited when the document moves to the state which is mentioned as the value for MKS.RQ.type.comments.stateField.value property.

Windchill RV&S sends an e-mail to the reviewers and the author of the document when the document is moved to the state mentioned in MKS.RQ.type.comments.stateField.value property. Windchill RV&S should be configured to send the e-mail to the author and the reviewers as mentioned in Configuring E-mail Notification.