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Submit and Review

Once data entry is complete, a contributor submits the edition for review. Depending on the blueprint's workflow configuration, the edition is routed to one or more reviewers for assessment, comments, and approval.

Submitting an edition​

  1. Complete all required fields in the edition.
  2. Save any unsaved changes (Ctrl+S or the Save button).
  3. Click Submit in the edition header.
  4. The Submit dialog opens:
    • Select a workflow template (if multiple are configured for this blueprint).
    • The selected workflow determines the review steps and who is assigned.
  5. Click Submit.

The edition status changes from Draft to In Review. The header shows a lock alert: "This edition is under workflow review — Editing is locked."

Editing lock during review​

While an edition is In Review, the data entry grid and form inputs are read-only for all contributors. The edition cannot be edited until a reviewer returns it for revision or the review is completed.

The ✨ AI Fill, Copy Prior, Save, and Submit buttons are hidden during the review lock.

Review panel​

Click Review in the header to open the Review panel (right side, 380px). The Review button shows as primary (highlighted) when the panel is open.

The Review panel has three sections:

Workflow Progress​

Visual step indicators showing the review stages and which step is currently active. Shows the assigned reviewer for the current step.

Steps list​

Each workflow step is listed with:

  • Step name and description.
  • Status — Pending, Active, Completed, Skipped.
  • Assignee — Who is responsible for this step.
  • Action buttons (only shown for the reviewer's active step):
ActionDescription
ApproveApprove this review step. Advances to next step (or completes the workflow).
Review with CommentsMark step as reviewed with comments — does not block approval.
RejectReject — returns the edition to Draft for the contributor to revise.
Return for RevisionReturn the edition to Draft with comments, similar to Reject but with a reason.
DelegateReassign the step to another user.
ReassignTransfer ownership of the step.
AcknowledgeMark as acknowledged (no approval decision required).
SignDigital signature step.

Comments​

Lists all review comments across the edition, organised by section and field.

Each comment shows:

  • Author and timestamp.
  • Cell link — click to navigate to the exact cell the comment is on.
  • Comment text.
  • Resolve button — mark the comment as resolved (by the contributor after addressing it).

Use the filter control (FilterOutlined) to filter comments by section or resolution status.

Responding to reviewer comments​

If a reviewer returns the edition for revision:

  1. The edition status returns to Draft.
  2. Open the Review panel to see the comments.
  3. Navigate to each comment (click the cell link) and address the issue.
  4. Click Resolve on each comment after addressing it.
  5. Save and re-submit when all comments are addressed.

Approving without a workflow​

If the blueprint has no workflow configured (simple approval mode):

  1. A user with Reviewer or Report Owner role opens the edition.
  2. The header shows Approve and Reject buttons directly (no workflow steps).
  3. Click Approve — confirm in the prompt. Edition status changes to Approved.
  4. Click Reject — confirm in the prompt. Edition returns to Draft.

After approval​

When the workflow is approved (or a direct Approve action is taken):

  • Edition status changes to Approved.
  • An info alert appears: "Workflow Approved/Completed on [date]".
  • The Publish button appears for users with Report Owner or Admin role.