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RtReports

View or change review cycles

  • Last UpdatedJan 24, 2023
  • 1 minute read

You can view the defined review cycle or create one for a particular report template in the editor.

  1. To view the review cycle for a report template, from the format template root node, right-click and select Property, and then click the Advanced button.

    The Report Template Advanced Settings window opens.

  2. Click the Reviews tab.

    The window displays a list of the review steps and the associated groups needed to complete the review cycle.

  3. Optional: To add a step to the review cycle, click the green plus sign button above the list.

    A new line is added under the last review step.

    1. Select a group for this review step from the drop down list in the Reviewing Group column.

  4. Optional: To reorganize or delete steps, use the buttons above the list.

  5. When you are done editing the review cycle, click OK.

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