Review and approve records, day to day

#Start from My queue

My queue lists everything waiting on you across projects: reviews and signatures, gaps, actions and questions you own, links to confirm and your drafts, overdue first.

#Review a record

1. Open the record. Read the approval package (one printable page): the content, what changed since the last approved revision, the cited source statements, trace both ways, findings, risk, comments, AI provenance and review history.
2. Check every citation against the source statement.
3. Decide:
   • SME (internal review): pass to formal review (naming the approvers), request changes, or reject.
   • Approver (formal review): approve and sign, reject, defer, or request evidence (list what is needed; the revision returns to the author).
4. Add the minutes you spent. It feeds the review-efficiency report.

#Change a record

Edits never overwrite: fix wording in a new revision and say what changed. Editing a record that is in review pulls it back and tells its reviewers. If someone else saved a revision while you were editing, you're asked to reload and edit again.

#Comments

Comment on any record; reply, resolve and reopen threads. Comments are permanent, in the audit trail, and show the revision they were made on. Mention someone to put it in their queue.

#Boards, tables and timelines

• Project → Board: records as columns by review step. Drag a draft to the first step to submit it, or to the next step to pass it (naming the people and a due date). Signing and sending back open the record, because they need a reason or a signature.
• Work: every record across your projects as a board, table or timeline, with saved views.
• Project → Timeline: transcripts, review meetings, approvals, baselines and due dates week by week; overdue in red.