With this Web application, you can view or change attributes of the review object.
You navigate to this iView, by choosing Portfolio Management → Portfolio Management → Reviews. Then click a review.
Here you update the general information for identifying the review.
Field |
Status |
Explanation |
Review Name |
Mandatory |
Alphanumeric field |
External ID |
Mandatory |
This is a unique identifier for the review. |
Description |
Optional |
Provide description detailing the purpose of the review. |
Bucket Name |
System Generated |
The name of the bucket selected during creation is displayed by the system. |
Updated by |
Updated by the system |
This field displays the user who last updated the review. During creation, your ID would be displayed. |
Initiated by |
Updated by the system |
System displays the user who initiated the review. |
Status |
Mandatory |
Specify by selecting from the drop down list. |
Date of Review |
Optional |
Specify the date on which the review would be used to monitor the items associated with it. Enter manually, or use the date picker. |
· You can add and remove the items to be reviewed.
· You can filter and sort items.
· You can use the Export to Microsoft Excel function.
● You can add and remove users.
● To change the user’s authorizations to access the review, select the appropriate checkboxes under Admin, Owner, Read, Write and Reviewer.
● The user creating the review is automatically added with administration rights.
● To display the description of each authorization, click the icon to at the top right corner of the tray.
This is an optional field.