Managing Reviews
Depending on your role and permissions, you can create, manage, and keep track of the reviews you are part of from several locations in ConceptShare.
Your tasks vary depending on your role. This section provides you with links to tasks your role typically performs as well as links to related information.
Note: This list is neither exhaustive nor restrictive and only includes some of the most common tasks you might perform according to your role.
Coordinator
As a coordinator, some of your tasks include requesting feedback from both internal and guest users by creating a review, setting start and due dates to ensure participants respond on time, and tracking the progress of the review.
Task | Link to Instructions | Link to Related Information |
---|---|---|
Create and manage reviews. | ||
Manage the participants in reviews. |
- Related Topics:
- Creating a Review
Create reviews to invite participants to collaborate and approve or reject assets in a shared space. Depending on your project role, you can view, create, and edit reviews. - Review Chains
As a coordinator, you can use review chains to set up your review and approval process by creating reviews in advance, and organizing them in a way that makes sense to you. Review chains can help you maintain an organized, unified, and streamlined review and approval process. - Review Progress
If you are the owner of a review, make sure that all the participants have submitted their responses before you can mark a review as Completed. Keep track of which reviews are in progress, which reviews need more work, and which reviews are completed. - Review Statuses
You can set the status of a review to help you and other users keep track of the reviews associated with a project. - Feedback Summary
A feedback summary provides a capture of the feedback that occurred on an asset. Depending on your permissions, you can customize the details included in the report. - How to...
Use the procedures in this section to view, create, and edit reviews. You will also learn how to view review details, set start and due dates, and add guest reviewers to reviews. - Fields and Options
Use the fields and options of the Review Builder to specify the details of your review.
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