Monitoring

Manage your monitoring needs with compliant and efficient tools

Review Documents

Complete the following steps to review a document:

  1. Review the document. If applicable, select View Annotations (View Annotations Icon) to annotate the document with any review feedback that requires the site’s attention.
  2. When you’re finished with your review, select one of the following options from the Workflow Actions menu:
    • Passed Review with No Issues: Select this option if the document passed with no issues.
    • Review Issues Found, Request Site to Resolve: Select this option if you’re requesting that the site resolve review issues. In the dialog box, select the site staff member or members who you want to notify and enter any optional task instructions. SiteVault sends the site staff a notification to address your feedback.
    • Follow-up Review Issues Found, Request Site to Resolve: Available on previously reviewed documents, select this option if you find additional issues that require the site to resolve. SiteVault sends the site staff member a notification to address your feedback.