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Handbook / Knowledge

Review and approve

Read submitted entries under “For review” and publish them with “Approve” or send them back to the author with “Return”.

Executive management

Purpose

Reviewed knowledge is reliable knowledge. Review by a second person prevents errors or individual opinions from counting as company knowledge without being checked.

How it works

WorkspaceKnowledgeFor review
  1. Open “Knowledge” in the left column.
  2. In the “For review” section, read the title, explanation, source, department and visibility scope of an entry.
  3. If the entry is correct, click “Approve”. “Approved.” appears and the entry is listed under “Reviewed knowledge”.
  4. If it needs revision, click “Return”. “Returned for revision.” appears.
KnowledgeIllustration

Recording

“For rush orders I first ask production, then the approval office.”

New entry

Approving rush orders

Source
Conversation with purchasing
Who may see it?
Department
DraftIn reviewApproved

Reviewed by a second person

Reviewed knowledge

Fig. 1 A spoken sentence becomes a knowledge entry with source and visibility scope. After review by a second person it is approved and appears in reviewed knowledge.

Who reviews

The “For review” section with the “Approve” and “Return” buttons is seen by “Owner”, “Administration” and “Executive management” for all entries, and by whoever heads a department for the entries of that department. Your own entries do not appear there as long as the organization has more than one member.

What “Return” does

The entry goes back to the status “Draft” and appears for the author under “My entries”. The author can submit it again there with “Submit for review”. The reviewing person is noted on the entry.

What is recorded

  • On approval: who reviewed and when.
  • In the log: every approval and every return with person and time.

Tips

Check the source and the visibility scope in particular: a scope that is too wide cannot be narrowed after approval.

Search also applies to the “For review” section; this way you quickly find entries on a topic.

Frequently asked questions

Can I approve my own entry?

No, as long as your organization has more than one member. Then a second person always reviews.

What happens to a returned entry?

It becomes a draft again and appears for the author under “My entries”, where it can be submitted again.

Who may review?

In the interface, the owner, administration and executive management.

Related features

As of: · Concept & lead: Alexander Holtermann

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