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After you have performed a search and gathered together the potentially relevant items, selected individuals can review the search results. These reviewers read each item, select the appropriate status mark to assign to it, and add a comment as necessary. Items can be reviewed more than once, and other reviewers can add more comments or change the assigned mark.
If you assign supervisors to departments, they can assess the marks and comments that reviewers have applied and add appraisal marks and comments.
A standard Compliance Accelerator system comes with a number of predefined reviewing roles: department reviewer, escalation reviewer, exception reviewer, and passive reviewer. These roles have the following characteristics:
All roles except the passive reviewer role permit a user to assign review marks to items.
Passive reviewers can view items and review history, but they cannot assign or change review marks. However, passive reviewers can assign appraisal marks to the items that other users have reviewed.
Exception reviewers can view the items of their assigned exception employees only.
Escalation reviewers can receive items that other reviewers in the department have escalated to a higher authority for further review.
More Information
Filtering the items in the Review pane
Changing how the Review pane looks
Setting your Review pane preferences
Displaying printable versions of items
Assigning review marks to items
Downloading the original versions of items
Copying the item list to the Clipboard
Copying items to research folders