How do I review a Zutec record?

Learn how to reviewing a Record on Zutec Online

For information about what a Review Status is, click here.

For information about how to add a record, click here.

 

There are two ways to change the status of an existing record on Zutec Online.

The first option can be used for records both with or without a review status currently applied. Tick the selection box next to the record you want to review.

 

Review

 

Then select 'Actions' at the top of the table, and 'Review Records'.

 

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The Record Review Form will open. To change the status, select an option from the Review Status dropdown.

 

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If available, comments can be entered in the Comments field.

Similarly, files can be uploaded to the Review Files section if available.

Once you have made a status selection (and/or added comments and review files), click the 'Set Review' button.

This method can also be used for reviewing multiple records at the same time. To do this, simply tick the selection box next to the records you need to change to the same status. From there, follow the same steps as above.

 

The second option involves clicking the current status of the record in the Review Status column.

 

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Please note: This option is only available if a record has a review status currently applied.

 

This will open the Record Review Form popup. As per above, to change the status, select an option from the Review Status dropdown.

If available, comments can be entered in the Comments field.

Similarly, files can be uploaded to the Review Files section if available.

Once you have made a status selection (and/or added comments and review files), click the 'Set Review' button.