Overview
Purpose
The purpose of this article is to provide a reference guide for the primary system functions associated with managing a project review report.
Pre-Requisites
This document assumes the following has been setup and provisioned:
- The scoring and risk assessment for the project review has been completed. The review status is set to Scored.
Expected Outcomes
By the end of this document, the reader will be able to prepare and publish the project review report in readiness for final report.
Manage Report
Once a review has been completed, the user is to Approve and Publish the report to enable its visibility via Report tab.
On completion of Scoring, there are a number of ways to select Manage Report:
- From the Execute tab, select Options > Manage Report or
- Using the menu breadcrumbs at the top of the screen, as shown below.
Select Manage Report where the Approve and Publish screen will be displayed. This screen shows the details of what has been assessed and a status history of actions.
Review the information and when all activities have been completed for your review, select the Approve Report button. The selected report will be saved.
You have the option to include Supplementary Content. This includes information relating to your project review which you deem necessary to capture and has not already been stored.
Unapprove Report - prior to publishing a report, you can unapproved the report if you are wanting to make any changes.
Final step is to publish the report. Select the Publish Report button from the Approve and Publish screen as shown below.
The report will be published which will enable the report to be viewed in the Report tab.