Decision Review Workflow

Purpose

The Decision Review is a simple review that allows one or multiple users to review something and answer a question. This review can be created, and thus attached, to any reviewable state in ATS. In addition, it can be created automatically to perform simple "validation" type reviews during a workflow.

State Machine

How to do it

From any active state, select "Create a Decision Review" in the left column of the workflow editor. This will create the review and attach it to the current state. Then, proceed to "Prepare State" to entering the necessary information required for this review.

Prepare State

This state allows the user to create the decision review. Enter the required information and transition to Decision to start the review. All transitioned to assignees will be required to perform the review.

Field Description
Title Enter the question that is to be answered by the reviewers. For example: "Do you think we should buy this software?"
Decision Review Options Enter all the options that are available for selection. Each line is a single decision option in the format answer;state;<userId>, where
Description Information necessary to make an informed decision.
Blocking Review "Yes" if this review must be completed before the parent workflow can transition.
Need By Date the decision must be made.

Decision State

This state allows the user to review the description or materials and choose their decision.

Field Description
Question The question to be answered as part of this review.
Decision The decision made by the user.
Resolution Any notes or information as to why the decision was made.

Followup State

This state allows for followup action to be taken based on the decision.

Field Description
Resolution Any notes or information as to why the decision was made.