Managing review flow snippets

Policy Manager snippets are reusable collections of phases and/or tasks that can be added to a review cycle to save time and ensure accuracy. You may insert a snippet in the review flow. Once inserted into a flow, the snippet loses the connection to the original snippet and becomes part of the flow. For more information, see Managing review flows and tasks.

You can create snippets for commonly used tasks under each review phase.

Add a review flow snippet

You can add review flow snippet to manage your review flows and tasks.

To add a review flow snippet:

  1. On the left navigation menu, select Administration > Review Flow Snippet.

  2. Select the Review Flow Snippet button.

  3. Under Review Flow Details enter the necessary fields:

    • Name: Enter the desired name such as drafting snippet.

    • Active: Select Active when you want the snippet to be available for use.

    • Description: Enter the desired description.

    • Starter Snippet: It is greyed out and is not used when creating a new snippet.

    • For Use With Flows: Identify the flows where this snippet can be selected.

    • On the right side of the For Use With Flows field, you can select All or None button to select all or remove all selections.

  4. Select Save.

  5. Select the more options in the Review Flow Snippet and select the desired components. For more information, see Add, reorganize, and remove elements in a review cycle.

  6. Add the required information such as Name, Description, Status, Comment required on, Route to, and User Defined fields. The choices are like what is available when you create review flows.

  7. Select Save.

For more information. see Managing review flows and tasks.

Edit existing review flow snippets

You can manage your existing review flow snippet for your review flows and tasks.

To manage an existing review flow snippet:

  1. On the left navigation menu, select Administration > Review Flow Snippet.

    1. Select to edit the snippet.

    2. Select to clone the snippet. You can make edits to the cloned snippet.

    3. Select to delete the snippet. The default snippet cannot be deleted.