Creating and managing reviews for assets in forms creating-and-managing-reviews-for-assets-in-forms
Review review
A Review is a mechanism that allows one or more reviewers to comment on an asset that is available in a form.
Setting up a review setting-up-a-review
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Navigate to the Forms tab and select a form.
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If the asset does not have a review in progress, a Start Review icon appears in the Action bar. Click the Start Review icon.
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Enter the following information:
- Review name: Mandatory, can contain alphanumeric characters, hyphen, or underscore.
- Review description: Optional, description of the purpose / content for review.
- Review deadline: Optional, the date on which the review ends. When past the deadline the task appears as ‘Overdue’.
- Reviewers: A minimum of one is mandatory. Use the combo-box to add reviewers. Typing a name lists all matching names; select a name and click Add.
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Fill in all the remaining details, and then click Start.
Actions that occur when a review is set up actions-that-occur-when-a-review-is-set-up
This section describes what happens when a review is created or set up.
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A new review task is created and assigned to the initiator of the review.
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All reviewers are assigned a review task. The task appears in their Notifications section. A reviewer can click a notification, or go to the Inbox to view the task. A reviewer can click to open the review task, to view the form, and start adding comments.
Figure: Reviewer Notification Alert -
The comment box is available to the initiator and reviewers of the asset. Others can view the comments, but cannot write comments.
Managing a review managing-a-review
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Navigate to the Forms tab and select a form.
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If an asset has a review in progress and you are the initiator of the review, a Manage Review icons appears in the Action bar. Only review initiator can manage (update/end) the review.
Click the Manage Review icon.
For user other than initiator the Manage Review icon is disabled.
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You get a screen that displays information:
- Review name: Cannot be edited.
- Review description: Available for editing.
- Review deadline: Available for editing. One can modify the deadline to any date and time beyond the current date and time.
- Reviewers: Available for editing. You can add or remove reviewers. If a task is overdue, you can add reviewers only after extending the deadline beyond the current date.
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Edit the necessary fields, and then click Update.
Figure: Review updated state in Task Manager -
To end the review, click End.
Actions that occur when a review is modified actions-that-occur-when-a-review-is-modified
This section describes, what happens on Review end / modification:
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If the Review description is modified, the corresponding task of reviewers and the initiator is updated.
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If the Review deadline is modified, the corresponding task for the reviewers is updated with the new date.
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If a reviewer is removed:
Figure: Removing a reviewer- If incomplete, the assigned task is terminated.
- The reviewer can no longer comment on the asset.
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If a reviewer is added:
Figure: Adding a reviewer- A review task is created and assigned to the newly added reviewer.
- The newly added reviewer can add comments for the asset.
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When a review ends:
- Reviewers: For each reviewer, the incomplete task related to the review is terminated. The task no longer appears as ‘Pending’ in the reviewer’s Notifications section.
- Initiator: The task assigned to the Review initiator is marked complete. The task is removed from the Notification section of the review initiator.
- All: The review appears in the Previous Reviews section. No further comments can be added.