What is Request Changes
Aside from system-generated Issue flags with outlined remediation requests therein, Admin users have the ability to request custom changes from Submitter users on submitted Documents. This might occur for items not automatically flagged by the system, such as design feedback or various branding requirements. Utilizing this feature will result in a purple Changes Requested status for the Document.
Note: The TrustFrame system will not reference custom Changes Requested in the automated review process with resubmission of Documents. Any custom Changes Requested must be managed by Admin users directly. Previously issued Changes Requested will be continued within the Document's Activity Timeline.
Requesting Changes & Custom Task Creation
Admin users have the ability to take certain manual actions as part of Document review:
Add Custom Tasks (+): using the plus button, users may add individual custom Tasks to the document scan. A common occassion where a user may utilize this feature could be for Tasks related to braning or marketing related items. Severity elections will impact the Document's total Severity Score.
Delete Task/Issue (trashcan icon): users have the ability to click the name of a system generated Task and utilize the trashcan icon to delete the Task if so desired.
Request Changes: after reviewing the Tasks, including adding or deleting Tasks as needed, Admin users may select Request Changes to deliver any outstanding Tasks for the document. Note: Selecting the Request Changes button will result in an email to the Submitter user.
Approve: if desired, Admin users may elect to manually Approve a Document. Selecting the Approve button will change the Docuemtns current status to Approved. Note: Users should clear any outstanding Tasks before Approving documents. Selecting the Approve button will result in an email to the Submitter user.
Users should:
First adjust any individual Tasks/Issues (adding or deleting)
Then utilize Request Changes button to send an email to the Submitter user
Changes Requested Status
After a Submitter user has been sent requested changes by an Admin user, the Document will reflect a purple Changes Requested status on the Document review pane and in the Document Page grid view. Documents will continue to display a Changes Requested status until a new revised Document has been uploaded, at which time the Document may have a new status of Auto-Approved or Non-Compliant applied.
Email Notification
When a Document is marked as Changes Requested, Submitter users will receive an automated email notification from "[email protected]" notifying them that changes have been requested for their Document:
