Introducing Winshuttle RUNNER for TRANSACTION > RUNNER for TRANSACTION Tutorial > Introduction: The review process

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RUNNER for TRANSACTION Tutorial

Introduction: The review process

Submitting a file for approval

After you create your data file, you may need to send it for approval before you run it. The RUNNER add-in provides a wizard to guide you through the task of submitting a file for review.

To submit a file for approval

Complete data template information

A data template is a file in the output type you want that includes the headers you selected during the mapping stage. An example of a template is an .xls file with headers.

Complete supporting documents information

Supporting documents include extra scripts, data sheets, or any other files that explain what you are submitting for approval.

Summary: Submit

On the Summary page, you can edit any of the previous pages. When you finish completing the wizard, click Submit to send the file for review.

After the file is submitted, it has a Review Requested status. The assigned reviewer is notified through an email message that the file is available and the file name appears as a task in the task list.

Assigning a reviewer

After you complete the wizard to submit the file for review, you must then select the type of review process and the reviewer.

  1. Close TRANSACTION. You will receive e-mail notification that a review process and reviewer must be assigned.
  2. Open TRANSACTION, and then open the new file from the My Tasks list.
  3. In the CENTRAL pane, under My Actions, click View.
  4. In the Review tasks window, select a reviewer for the file. Click Complete Task.

Also in this section

Introduction: Mapping the data source to the recording

Introduction: Running the recording