Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Panel

Email Notification of a New Task

  • When you have a new document to review, you'll receive an email from imagenow@valpo.edu with the subject: "Approval NotificationNew Task Created (Approval Task)"

  • Click the link in the email to go directly to Perceptive Content.

Image RemovedImage Added


Panel

Logging in to Perceptive Experience

  • Enter your ValpoNet credentials to login.

Image RemovedImage Added


Panel

Opening a Document to Review in Tasks

  • Once in Perceptive Content, you'll see a list of your pending documents for review in your My Assigned list. They'll be titled "Document Deficiency" with an identifier number. 

Image Added

  • Double-click the first item in the list; the list is populated in a First-In-First-Out/oldest document listed first sequence.
  • The relevant document will open in the right hand side of the screen.
  • Review the document, noting that there may be multiple pages to a single request.
    • To change pages, use the arrow keys in the lower left corner.
    • Zoom controls are in the center of the bottom of the page.

Image RemovedImage Added



Panel

Annotating a Document (Adding your Decision)

After review, select the appropriate Annotation (Stamp) to the document to reflect your decision.

  • Click the icon.


  • Select Create Annotation.
  • Move your cursor to the location on the document where you'd like to place the annotation. Please do not cover a previous reviewer's annotation.


  • Select Annotation Type of Text Stamp.


  • Click the Annotation Template drop-down menu for your decision or recommendation.
    • If you have multiple roles, choose your most senior position when selecting your stamp. For example, if you’re both an instructor and the department chair, select ‘Dept Chair.’


  • If you wish to add an additional comment to remain with the document, repeat the same process above, but select Sticky Note (instead of Text Stamp) to add free text.


Panel


...

Panel

Completing Review of the Document (sending it to the next person)

  • In the left hand panel, select Complete, then Reviewed Document.
  • You may also add text comments in the "Comments" box. These will be seen by subsequent reviewers, but do not become part of the permanent document.
  • Save changes, click "Yes."

...