Send publications for a review, either the author or administrators, from the Author stage, triggering a transition to the Review stage. Approvers are automatically added to the Approvers related list.

Before you begin

Role required: sn_publications.author or sn_publications.admin

Procedure

  1. Navigate to one of the following modules:
    • Targeted Communications > Active Publications
    • Targeted Communications > Draft Publications
  2. Select a publication in the Author stage.
  3. Select Send For Review.
    The publication stage is set to Review and the approvers are added to the Approvers related list on the Publication form.

    Approvers can navigate to Self-Service > My Approvals to see a list of review requests.