Consultation Review Log

The Consultation Review Log provides detailed information about your correspondence regarding consultation reviews. It displays information about the Requests/documents that have been sent for consultation review, those returned, and those reviewed after importing from the consultation client. It also displays information for each Request, including the reviewer's name and comments, along with document information. From the Consultation Review Log, you can take action on Requests and view the Action(s) Log, which stores information about the actions taken on the documents received from consultation review. The Action(s) Log is useful for agencies not using RedactXpress for document consultation review.

The following actions are described below:

Accessing Consultation Review Log
Viewing Details
Taking Actions
Sending Reminders by Email
Sending Reminders by Print
Print/Print All
Viewing Action Log
Exporting
Delete Review Log Entry

In addition to the steps below, please see Add Documents for Consultation Review and Import from RedactXpress for additional details on sending and receiving documents from Consultation review

Steps to Access the Consultation Review Log

Click Document Management > Consultations Review Log. The Consultations Review Log screen displays as shown below.

Enter information in the following Search Criteria fields as necessary:

Field	Description
Request #	The identification number assigned to the Request.
User	The name of the user who performed the action on the review document.
Review Status	The review status of the documents sent for consultation.
Action Office	The Action Office associated with the consultation review.
Location(s) Referred	The name of the consultation location(s) to which the document consultation was sent. By default, All is selected, and all consultation locations will be included in the search results.
Other	Enter relevant information in this field that you want to use as a search criterion.
Due Date From...To...	The time period during which the consultation review was due.
Notification Date From...To...	The time period during which a consultation review notification was sent.
Completed Date From...To...	The time period during which the consultation review was completed.

Click Search. Search results display in the Consultation Review Log as shown below:

The information below displays on this screen:

Field	Description
Review ID	Name and ID of whoever performed the action.
Location(s) Referred	Location where documents were sent for consultation review.
Request #	The identification number assigned to the Request, for which the documents have been sent for consultation review.
Due Date	The target date by which the consultation review should be completed.
Notification Date	The date on which a notification was sent regarding the documents sent for consultations review.
Last Action Date	The date on which the last action was taken on the consultation review document.
Completed Date	The date on which the consultation review was completed.
Status	The present status of the documents. Documents sent for consultation review will have a "Sent" status. Documents imported from consultation review will have a "Received" status. Documents that have been reviewed will have a "Reviewed" status. The status of the documents will change from "Sent" to "Received" and "Received" to "Reviewed" as the corresponding actions are taken.

You can take the following actions on this screen:

Action	Description
View Details	View details of a Consultation Review Log entry.
Delete	Delete a Consultation Review Log entry.
Take Action	Perform actions on the documents that have been received from consultation review.
Send Reminder by Email	Send a reminder by email to the consultation location.
Send Reminder by Print	Send a reminder by print to the consultation location.
Action(s) Log	View a log of all actions taken a Consultation Review Log entry.
Refresh	Refresh the Consultation Review Log.
Print	Print the current page being viewed in the Consultation Review Log.
Print All	Print all pages in the Consultation Review Log.
Export	Export the selected Consultation Review Log entry.

Steps to View Details

Select the Consultation Review Log entry for which you want to view details.
Click View Details. The View Details window displays for the selected entry as shown below.

You can view the following information on this screen:

Field	Description
Consultation Details
Location(s) Referred	The name of the consultation location(s) to which the document(s) were referred.
Delivery Type	The mode of sending/receiving document(s) to/from consultation review.
Sender Comments	Comments entered by the user who sent the document(s) for consultation review.
Reviewer Comments	Comments entered by the user who reviewed the document(s).
Document Details
File Cabinet Drawer	The File Cabinet Drawer in which the document(s) are located.
Folder Name	The name of the Folder in which the document(s) are located.
Review Layer Name	The name of the Review Layer applied to the document(s).

Click Close to exit the View Details window.

Deleting a Consultation Review Log

Users can delete an entry from the Consultation Review Log. Once you delete an entry, all details pertaining to it will be deleted from the database and will no longer be available for viewing or performing further actions. Follow the steps below to delete a Consultation Review Log entry:

Click Document Management > Consultations Review Log. The Consultations Review Log screen displays as shown below.

Enter information in the following Search Criteria fields as necessary to locate the Consultation Review Log entry you want to delete.
Click Search. Search results display in the Consultation Review Log.
Select the Consultation Review Log entry you want to delete.
Click Delete. A verification message displays. The text below is a sample and will change depending on the status of the Request and review:

Click OK. A confirmation message displays as shown below.

Click OK.

Steps to Take Action

Select the Consultation Review Log entry you want to take action on.
Click Take Action. The Take Action window displays for the selected Consultation Review Log entry, as shown below.

Enter information in the following fields as necessary:

Field	Description
Action Date	The date on which the action is being taken. The current date will be entered by default. You can use the calendar icon to change the date.
Status	Select a Status from the drop-down menu.
Comments	Enter any Comments about the review.
Due Date	The date on which the new action is due to be completed. The current date will be entered by default. You can use the calendar icon to change the date.
Completed	Select the Completed checkbox if the new action has been completed.
Completed Date	This field displays if the Completed checkbox is selected. Enter the date on which the new action was completed. You can also use the calendar icon to select a date.
Attachment	Attachment allows users to attach files, Scan File scans files, and the Drag and Drop Zone allows files to be dragged and dropped to upload. All added files display under the Files List.

Click Save.

Note: If you did not select a Status, a verification message displays as shown below. Click OK to continue without selecting a Status, or click Cancel to exit the message window, select a Status, then click Save.

Send Reminder by Email

You can send a reminder by email to the consultation location.

Select the Consultation Review Log entry for which you want to send a reminder by email.
Click Send Reminder by Email. The Send Reminder by Email window displays as shown below.

Enter information in the following fields as necessary:

Field	Description
From Email Type	From Email Type, selected from the drop-down menu. Options include User Email and User Action Office Email.
E-mail Template	Use an E-mail template by selecting an E-mail Template from the drop-down menu.
From Email	Email address from which the email will be sent. The user's email address will be entered by default.
To	Email address(es) to which the email is being sent. To select users (and their corresponding email address) from the Global Address List, click To to open the Global Address List, use the search Filter as necessary, select recipient(s) from the Source List, click To, and then click OK.
Cc	Send the email as a carbon copy, enter the email address(es) to which the email is being sent as a carbon copy. To select users (and their corresponding email address) from the Global Address List, click Cc to open the Global Address List, use the search Filter as necessary, select recipient(s) from the Source List, click Cc, and then click OK.
Bcc	Send the email as a blind carbon copy, enter the email address(es) to which the email is being sent as a blind carbon copy. To select users (and their corresponding email address) from the Global Address List, click Bcc to open the Global Address List, use the search Filter as necessary, select recipient(s) from the Source List, click Bcc, and then click OK.
Subject	The Subject of the email.
Delivery Receipt	If you want to receive a receipt after the email has been delivered.
Read Receipt	If you want to receive a receipt after the email has been read.
Email Body	The message you want to include.

Click Send.

Send Reminder by Print

You can print a reminder to the Consultation Location.

Select the Consultation Review Log entry for which you want to send a reminder by print.
Click Send Reminder by Print. The screen below appears:

Enter information in the fields described below as necessary.

Field	Description
From	Sending party for the print reminder (automatically populates with your User ID)
To	Recipient Email of the print reminder
Subject	Subject line of the print reminder
Message	Message body of the print reminder

When all fields are filled. Click Send to send the print reminder.

Steps to View Action(s) Log

The Action(s) Log records all actions taken on a document that has been sent to or received from consultation review.

Select the Consultation Review Log entry for which you want to view the Action(s) Log.
Click Action(s) Log. The Action(s) Log window displays as shown below.

The following information can be viewed on this screen:

Field	Description
Action ID	The identification number assigned to the action.
Status	The status of the action.
Action Date	The date on which the action was performed.
Completed Date	The date on which the action was completed.
Comments	Any comments about the action.
View Attachment	Click to view any attachments.

Print/Print All Reminders

You can print a reminder to the Consultation Location.

Select the Consultation Review Log entry you want to print.
Click Print to print the current page being viewed in the Consultation Review Log, or Print All to print all pages. The following screen displays:

Click Print.
Modify the print settings as necessary.
Click Print.

Steps to Export

You can export the Consultation Review Log to a file on your disk drive.

Click Export. The Export window displays as shown below.
Select a file format under Export Options.
Under Page Options, select either All Pages or Current Page.
Click Export.