Who is this article for?

Users wanting to create a new review from a lifecycle that supports multi-document workflow with multi-workgroup configured.

Author role is required.

This article showcases how to use multi-workgroup in the Veeva Integration.

1. Setting multi-workgroup reviews

To set up multi-workgroup reviews:

1. Go to Veeva Vault.
2. Select a document. This document belongs to a lifecycle (with Veeva multi-document workflow) and with PR multi-workgroup configured.

3. Open the Actions menu in the Library Interface.

4. Select Prepare PleaseReview.

5. Enter a Review Title.

6. Set a Due Date for the review.

7. Click Start to continue and initiate the review.
8. Open the Actions menu again.

9. Select the review title from the dropdown.
   This will open Ideagen Please Review.

10. Select a Workgroup to create the review in.

11. Click Next.
12. Add a Workgroup name.
13. Click Start Review to begin the review process.

The newly created review is now available in the Inbox.

2. Navigating multi-workgroup reviews

The workgroup name will be visible across the following views:

• Reviews I'm In
• Reviews I Own
• Transfer Ownership
• Recycle Bin

A new workgroup filter will also be available in Filters for selecting specific workgroups.

You can untick All Workgroups to show only reviews from the selected workgroup.

With this option unticked, switching to a workgroup with no owned reviews shows an empty list.