Project Lifecycle and Processes › How to Work with the Document Review Process

How to Work with the Document Review Process

The Document Review process takes a submitted proposal or operations document through the following review cycle:

1. The team member uploads the proposal or operations document and submits the document for review when ready.

   An action item is sent to the project manager.

2. The project manager reviews the document and updates status for the action item:
   • Approve. Sets the document status is set to "Approved."
   • Reject. Sets the document status is set to "Rejected."

   An action is sent to the document owner who is notified of the project manager decision.