Reviewing the items in research folders

You review the items in a folder in exactly the same way that you review the items in the review set.

In each case, you can apply review marks and comments to the items, and you can escalate them to an escalation reviewer for further consideration. However, you cannot mark the items in a folder as Appraised.

You must have the Review permission in the folder to review the items in it. By default, users with the Folder Full Control or Folder Review role have this permission.

To review the items in a research folder

  1. Click the Research tab in the Compliance Accelerator client.

  2. In the left pane, click the folder whose items you want to review.

  3. Click the Properties tab.

  4. Click Go To Review.

  5. In the Review pane, review the items as you normally would do.

More Information

About the Review pane

About the Compliance Accelerator permissions

Exporting items from research folders

Committing research folder items to the department review set

Deleting items from research folders