To Consolidate Comments from the Workflow

Comment consolidation refers to the action of selecting one or more reviewer's comments for approval and setting a final decision. Approved comments can be seen by users outside of the comments tracking workflow, once the workflow has completed.

You can consolidate comments from within a comments tracking workflow, in AssetWise CONNECT Edition. Using this method, you can consolidate multiple comments simultaneously per document as well as consolidate all comments for a selected set of documents.

You can also consolidate comments from the document itself. For more information, see Consolidating Comments from a Document.

This topic describes how to approve comments and set a final decision from the workflow.

Follow these steps to consolidate all comments from the selected documents on a workflow.

Open the workflow from which you want to consolidate comments.
Accept the consolidation task by doing one of the following:

From the Tasks menu, select Accept

or
From the workflow footer, click Accept.
Select the Comments tab.
Tip: To approve a subset of the comments on a document, you can either expand a document row on the workflow, or you can navigate to and open the document and its comments (see Consolidating Comments from a Document).
Select the document(s) for which you want to approve their comments, and then from the Actions menu, select Approve comments. For example,

Note: Approve comments and Set final decision Actions menu options are only available if your user account has been assigned as the owner of the active consolidation task.
When at least one comment has been approved, the Final Approved Comments section is included on the Comments tab, with a Final Decision status of "Pending". For example,

Note: Prior to approval of any comments, the count and icons displayed in the Comments column represent all reviewers' comments, but once the first comment has been approved, this column displays only approved comments counts and icons.
Repeat Steps 4 to 5 for each set of comments that you want to approve.
When all comments have been approved, select the Edit Final Decision link, to change the decision status. The Final Decision dialog appears.
Note: The decision status must be changed from "Pending" to another status, in order for the consolidation task to be completed.
Select the Decision from the list.
Note: This field is required.
Enter a Subject for the decision.
Note: This field is required.
Enter the Summary for the decision.
Note: This field is required.
When you are finished, click Save. The decision status is updated.
If multiple documents on the same comments tracking workflow have the same decision status, you can select them from the Comments tab, and then from the Actions menu, select Set final decision. For example,

A warning message appears, requiring you to confirm that any existing final decision will be overwritten.
After all comments have been given a final decision, complete the Consolidation task.