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Status Needs review
Created by Guest
Created on May 5, 2023

assign a document to a review task

One possible solution for us, both from a user experience and from a PW Administration profile would be this:

  1. The user navigates to Infrastructure cloud and opens the “Documents” page, opens the document’s context menu, and clicks in a new context menu action (it doesn’t exist yet) “Start review task”.

2. A similar form to the “New Design task”. The design task will be linked to the document version that was selected in step 1. The workflow and layout of this form should be customizable to fit the project’s needs and avoid PW document environment dependencies.

3. Already implemented by Bentley: Users with pending review tasks would see them in the main project page.

4. Already implemented by Bentley: Project managers and document controllers would keep track of the ongoing “Review tasks” in the “Dashboard” page.

Having this single button would mean a dream come true to us, and I think it’s easier to implement than making efforts on tailor-making workarounds, as it would only require:

  1. A button to a function that already exists in PW Web,

  2. A one-liner REST call or Javascript function in the web GUI to create the linkage between the form and the document.