Review Overview 

Use

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.

Features

General Information

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.

Items for Review

·        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.

Authorizations

●      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.

Comments

This is an optional field.