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. 

• 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 on 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.

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.
  • Select the annotation appropriate for the document
    • Registrar requests use annotations with the prefix REG - 
    • Access and Accommodation requests use annotations with the prefix AARC - 
  • 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 Text (easiest to view) or Sticky Note ( instead of Text Stamp) to add free text. Add line breaks as needed to make it easy to read.

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

• In the left-hand panel, select Complete, then Reviewed Document.
• You may also Please do not 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."

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