Managing review queues
A Policy Manager review queue is one or a group of users to assigned to handle the review, approval, or other actions. Every person in the review queue will receive a review notification but only one person takes ownership.
A user cannot be assigned to a task. A review queue with at least one user is assigned to a task and a member of the review queue must take ownership of a task to complete the task. The owner of the task may release ownership for another user in the queue to assume ownership.
You must set up a review queue before the queue can be added to a review task.
您可以根据任务（如审核者、审批者或其他操作）将个人分配到审核队列。例如，您的队列中可能有执行人力资源审核、人力资源审批、法律审核和法律审批的不同人员。通过这种方式，您可以在审核周期的适当阶段将文档分配给正确的人员。
文档审核的完整性取决于在审核特定文档时添加的层级或审核队列。
创建审核队列后，您可以执行以下操作：
- 通过分配人员或所属组来完成最终审核。
- 承接所有权：将其分配给自己以编辑文档。
- 释放所有权：不再编辑文档。
- 标记完成：将文档审核标记为完成。
- 添加：选择菜单图标以向文档中添加其他小节。附加步骤包括以下字段：
- 添加章节：向文档添加新章节以完成文档审核。
- 添加步骤：向文档中的现有章节添加新步骤。
- 添加编辑：向文档添加额外的编辑组件。
- 添加审批：在完成文档审核周期之前添加额外的审批层级。
- 添加修订：在标记为完成之前，添加额外的层级来修订文档。
- 添加关闭：在将文档标记为完成之前，添加额外的层级进行关闭。
- 插入片段：为文档添加片段。
- 移除：根据需要移除为文档添加的层级。
- 恢复：若在审核文档时意外删除了章节或层级，则恢复文档的历史版本。
- 管理前序任务：您可以在完成文档审核周期前分配前序任务。
建议您为文档所有权分配一个人员队列，为任务所有权分配另一个人员队列，以明确定义审核者、审批者和文档所有者。
Add a review queue
From the left navigation menu, select Administration, > Review Queues.
Select the Review Queues
button.Complete the information for the queue
Enter a Name for the queue and add a Description.
Select the Type to identify document ownership and task assignment functions for the queue. For example, Compliance may own a document but various review queues, including a compliance review queue, may accept tasks for review.
For Document Ownership Only: Individuals can own a document but will not be involved in reviewing tasks in a review cycle. Use this selection to assign ownership to a stakeholder or group that isn't an active user of Policy Manager. For example, this may be a Board or Committee of the Board that is the owner and primary stakeholder of a document but will never use Policy Manager and, instead, will have another group of users be responsible for document life cycle management.
For Task Assignment Only: Individuals will only be assigned tasks and can take ownership of a task. Individuals in the queue do not own the document.
Available for Both: The queue owns the document and can be involved in task actions.
- Select Active for the queue to be made available immediately. If a queue is active, it cannot be deactivated if it is used in one or more flows.
Select a Flow Definition (a Review Flow). For more information, see Managing review flows and tasks.
Select the Save Case Queue button.
Add or remove uses from the queue, as needed:
To add users to the queue, search for the user in All Other Users. Select the Action
button for the user. The user moves to Current Users.- To remove users to the queue, search for the user in Current Users. Select the Action button for the user. The user moves to All Other Users.
Manage a review queue
From the left navigation menu, select Administration > Review Queues.
Select any of the following:
Edit to update the information. To add users to the queue, search for the user in All Other Users. Select the Action
button for the user. The user moves to Current Users.- To remove users to the queue, search for the user in Current Users. Select the Action button for the user. The user moves to All Other Users.
If Active is selected, the review queue is available for task assignment. You can deselect Active. The system will not allow you to inactivate a review queue that is currently in active use.
Clone the review queue. You can edit the cloned review queue to make a new review queue.
Delete to remove the review queue. The system will not allow you to inactivate a review queue that is currently in active use.
