Once documents are tagged with a review status, they can be added to the Review Log for redaction and delivery. Documents added to the Review Log are processed internally as a job. Users can view the job status on the My Jobs link found on the ATIPXpress Home Page under My Work Summary. Users will be notified of the job status (completed/failed) via email message.
Steps to Add Documents to the Review Log
Follow the steps below to add documents to the Review Log:
Open a Request to which documents have been added, then click Electronic Document Review > EDR Document Review.
From the Document Review section, use the checkboxes to select documents you would like to add to the Review Log. After selecting the documents, click Add to Review Log, as shown below:
Select the folders/pages you want to add to the Review Log, then click Add To Review Log. The Add to Review Log-Import selected EDR documents to Document Management screen displays as shown below.
Enter information in the following fields as needed:
Field | Description |
Add Documents From | |
Documents | Add documents from Documents. If selected, also select either Only Selected or All to specify which documents will be added. |
Review Lists | Add documents from Review Lists. If selected, also select a review list from the drop-down menu. |
Search Criterias | Add documents from Search Criterias. If selected, also select search criteria from the drop-down menu. |
Folder Structure in DM | |
Add Each Document to Document Management As Individual Folder | Add each document as an individual folder. |
Add All the Documents into One Folder Separated by Sections | Add all documents into one folder separated by sections. |
Folder Information | |
File Cabinet Drawer | File Cabinet Drawer to add documents to |
Folder Name | If the Add All the Documents into One Folder Separated by Sections option is selected above, this field defines the folder where the documents will be added |
Start Time | |
Start Date/Time | Add documents automatically using Start Now, or specify the date and time to start adding the documents using Start Later. If Start Later is selected, a calendar and clock icon displays so that users can specify the date and time. |
NOTE: If the user leaves the Only Selected box checked, and selects documents prior to clicking Add To Review Log, the system will add the selected documents to the Review Log.
If adding documents to the review log will change the request status, the system will alert the user to this in a pop-up message. If documents are removed from the review log, the system will revert the Request back to the last known status.
Click Add to Review Log. The Add to Review Log-Import EDR documents to Document Management screen will close and the following message displays.
Click OK to close the message and return to the Document Review screen.
Click the links below for additional information: