Document Review Process
The DM module allows you to set up a document review process.
Using this process, you can create review status codes, assign reviewers as you add documents to the system, reviewers can apply review status codes to documents, and a manager can monitor the review process.
The following instructions provide an overview of the document review process and the forms involved.
- Set up all applicable review status codes in DM Document Routing Status. For more information, see Creating Document Routing Status Codes.
- When adding documents to the system with the DM Attachments/DM Stand Alone Attachments form, assign a reviewer using the Routing tab. For more information, see Assigning Reviewers to Documents. Note: When you associate a reviewer with the document, the system automatically sends the reviewer an email based on their preferences in VA User Profile.
- Reviewers will use DM Document Review to update the review status for all of their assigned documents. For more information, see Reviewing Documents.
- Managers can use DM Document Review Manage to track the review process. For more information, see Checking the Document Review Status.