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Review and approve documents

The ball-in-court bar shows whose move it is. Approve, request changes, reject, or record a decision, straight from the document.

1 min read

Reviews in fluxems always show whose move it is. No chasing, no guessing: the document itself tells you who is holding things up and what they can do about it.

Whose move is it?

Open any document under review and the ball-in-court bar sits at the top of the details page. It is highlighted when the move is yours and muted while you wait on someone else.

The ball-in-court bar on a document details page showing whose move it is with the action buttons alongside

screenshots/documents/review-and-approve-documents/ball-in-court-bar.png

The bar names whose move it is and puts the actions right next to it.

Where reviews land

Everything waiting on you collects in My action queue on your dashboard. Start there each morning and you will never miss a review.

Take action

1
Open the document from My action queue on your dashboard, or straight from the register.
The My action queue card on the dashboard listing documents awaiting review and approval
screenshots/documents/review-and-approve-documents/action-queue.png
2
Read the revision, then pick your action from the ball-in-court bar.
3
Add your comments where asked and confirm. The status updates, the change log records it, and the ball moves on.

Action	What it does
Approve	Signs the revision off. Approving can also set it as the current revision.
Request changes	Sends it back to the author with your comments.
Reject	Turns the revision down. The author reworks it or withdraws it.
Record decision	Logs a decision made outside fluxems, so the record stays complete.
Mark as final	Closes the review and locks in the outcome.
Send reminder	Nudges whoever the ball is with, without changing anything.

Tip

Approving can set the revision as current in the same move, so the project switches to the approved issue the moment it is signed off.

See it on the platform

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