The count of a document's circulations is the number of times it transitions to a review state before the job is completed. Documents that are submitted for review transition to the review state upon initial submission for review and then again each time they receive an Amend & Resubmit vote or a mid-review Edit occurs. In both of these scenarios, the initiator is prompted to reselect assignees. Documents that receive an Amend and Progress or Amend and Return vote do not increment the circulation count. In both of those scenarios, the initiator is NOT prompted to reselect assignees.
The Circulation counter begins at 0 and increments by 1 when the document transitions to review. Circulations are scoped to a single job. Starting a new job (new major version) restarts the circulation count. Documents that are never submitted for review, created by bulk file migration, or are created through a no-review job will have 0 Circulations.
How we count circulations
A circulation begins once a document is submitted for its first round of review. The number of circulations then increases by 1 in the following scenarios:
- Each time the final vote outcome is amend and resubmit, a new circulation begins. Amend and Progress and Amend and Return votes do not begin a new circulation.
- Each time someone decides to edit a document before all votes are cast, a new circulation begins, regardless of whether (or how many) assignees have already cast a vote.
Circulations ≠ Review Cycles
Circulations are not to be confused with review cycles. Because Amend and Progress and Amend and Return votes do not increment the circulation count, a document could complete a given review step twice during the same circulation. On the contrary, a document could pulled out of review using a mid-review Edit before any of the reviewers voted, causing the circulation count to increment when it's re-submitted for review. Documents that go through jobs with more than 1 step and utilize Amend and Progress and Amend and Return have more complex scenarios to circulation count.
Examples:
Configuration: 2-step job with 1st step 'Review' and 2nd step 'Approval'
Activity | Outcome | Circulation Count |
Initiator selects assignees to submit document for review | Document transitions to In Review status, Job transitions to 'Review' step | 1 |
Vote outcome for 'Review' step is Amend & Progress | Initiator completes task to Incorporate Feedback, Job transitions to 'Approval' step | 1 |
Vote outcome for 'Approval' step is Amend & Resubmit | Initiator starts New Circulation, completes task to Incorporate Feedback | 2 |
Initiator selects assignees to submit document for review | Job transitions to 'Review' step | 2 |
Vote outcome for 'Review' step is Approved | Job transitions to 'Approval' step | 2 |
Vote outcome for 'Approval' step is Amend & Return | Initiator completes task to Incorporate Feedback, Job returns to 'Approval' step | 2 |
Configuration: 3-step job with 1st step 'Review' 2nd step 'Approval' and 3rd step 'Certification'
Activity | Outcome | Circulation Count |
Initiator selects assignees to submit a document for review | Document transitions to In Review status, Job transitions to 'Review' step | 1 |
Vote outcome for 'Review' step is Amend & Resubmit | Initiator starts New Circulation, completes task to Incorporate Feedback | 2 |
Initiator selects assignees to submit document for review | Job transitions to 'Review' step | 2 |
Vote outcome for 'Approval' step is Amend & Return | Initiator completes task to Incorporate Feedback, Job returns to 'Approval' step | 2 |
Vote outcome for 'Approval' step is Approved | Job transitions to 'Certification' step | 2 |
Vote outcome for 'Certification' step is Amend & Resubmit | Initiator starts New Circulation, completes task to Incorporate Feedback | 3 |
Initiator selects assignees to submit document for review | Job transitions to 'Review' step | 3 |
Vote outcome for 'Review' step is Approved | Job transitions to 'Approval' step | 3 |
Initiator selects to Edit the document while in review | Initiator starts New Circulation, makes changes to the document | 4 |
Initiator selects assignees to submit document for review | Job transitions to 'Review' step | 4 |
Vote outcome for 'Review' step is Approved | Job transitions to 'Approval' step | 4 |
Vote outcome for 'Approval' step is Approved | Job transitions to 'Certification' step | 4 |
Vote outcome for 'Certification' step is Approved | Job is complete, Document is approved | 4 |
Where circulations display
To view the number of circulations a job went through, open a job in the Viewer. Click "Details" in the bottom left. The circulation is listed under "Job overview."
Circulations also appear in the completed jobs report. The standard dashboard and job type report calculate circulation averages.
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