Customizing the reviewing action statuses

You can customize the status names with which Compliance Accelerator shows the status of items in the Review pane.

Table: Default status names and access keys

Action status

Appraisal status

Escalation status

Unreviewed

Not Appraised

Not Escalated

Pending (Alt+P)

Appraised (Alt+A)

Escalated (Alt+E)

Questioned (Alt+Q)

Closed (Alt+C)

Reviewed (Alt+R)

You can rename these statuses, change their descriptions, and, in most cases, assign different access keys to them. When pressed in combination with the Alt key, an access key lets reviewers assign a specific status mark to an item in the Review pane. For example, the key combination Alt+R typically assigns the Reviewed mark to an item. You can also change the navigation keys with which reviewers can select the next or previous item in the pane.

You must have the Modify System Configuration permission to configure the reviewing statuses. By default, users with the role of Compliance System Admin have this permission.

To customize the reviewing action statuses

  1. Click the Configuration tab in the Compliance Accelerator client, and then click the Reviewing Statuses tab.

  2. In the left pane, click the name of the status mark or navigation key that you want to change.

    It is not possible to mark a message as Unreviewed, Not Appraised, or Not Escalated, so none of these statuses has an access key or a button in the Review pane.

  3. Enter the new details.

    Note that the names appear on the status mark buttons in the Review pane. It is therefore advisable to keep them short so that they do not disturb the page display.

  4. Click Save.

More Information

About the Compliance Accelerator permissions

About the Review pane