Reviews Screen

The Reviews screen displays the Reviews that you have permission to view.

Filter Panel

Option Description
Search Use the Search bar to filter Reviews by entering all or part of the Review name.
My Action You can filter items based on the action that you are required to do. The options are:
  • Completed
  • In progress
  • Not started
  • Take ownership
  • Missed
For additional information, see the Action column field description.
My unread feedback Select the checkbox to display only the Reviews that have feedback you have not seen.
Created Date Specify a date range to filter Reviews based on the date of creation.
Due Date Specify a date range to filter Reviews based on the due date.
Overdue Reviews Select the checkbox to display only the Reviews that are past their due date.
Status Filter Reviews based on their status. The options are:
  • Any
  • Not Started
  • In Progress
  • Completed
Hide completed Reviews Select the checkbox to hide completed Reviews.

Clear the checkbox to show completed Reviews.

Responses pending Select the checkbox to display only the Reviews that have pending responses.

Columns

Tip: You can click any column header to sort items in ascending or descending order.
Column Name Description
Selection The selection column lets you select a Review to take action (using the toolbar options), or view details on Review sidebar which contains the Review INFO and Review CHAIN tabs. For more information, see Review.
Note: Selecting the header checkbox selects all the Reviews in the grid. The choice of actions is controlled by the most restrictive permission set for any of the selected Reviews. Some actions that may be available to you include:
  • Copying the Review URLs
  • Modifying the Review statuses
  • Refreshing the grid data
Review Chain The Review Chain column indicates whether a Review is part of a chained Review. Reviews that belong to the same chain will share the same arrow color.

Items in this column are sorted by the Review order in the chain. Individual Reviews (not part of a chain) are sorted alphabetically.

Name This column displays the Review name. Clicking this opens the Review in the Proofing Workspace.
Project This column displays the Project name to which the Review belongs. Clicking the Project name opens the Project.
Owner This column displays the owner/creator of the Review.
Assets This column displays asset thumbnails.
Note: Hover your mouse over a thumbnail to display a magnified image.
Status This column displays the status of a Review. You can change the status of a Review from the chevron .
Created This column displays the date the Review was created.
Due Date This column displays the date when the Review is due. Past deadlines display in red.
Responses This column displays the number of submitted and required responses in the Review.
Review Role This column displays your Review role in the Review.
Action
This column indicates whether you have performed the required action in the Review.
  • Action Required: completed indicates that you completed the action that you are required to perform in the Review.
  • Action Required: in progress indicates that you have yet to complete the action but have begun the Review.
  • Action Required: not started indicates that you have not started the action.
  • Action Required: take ownership indicates that you can take ownership of the Review from your team that is assigned to the Review.
  • Action Required: missed indicates that you have missed the Review due date for performing the required action.
  • - : a dash indicates that there is no action required from you.
Note: Hover your mouse over an icon to see what it represents (tooltip).
Feedback This column displays the unread feedback indicator and feedback count of the Review.
  • indicates that there is new feedback that you have not yet read.
  • indicates that you have read all the feedback on the Review.
Note: Feedback count is cumulative of all published feedback across all assets in the Review for the current versions of the assets.

Review Sidebar

Tab Description
Review INFO This tab, also known as the Review INFO tab, displays relevant information about a selected Review, which includes the Review name, instructions, status, due date, auto approve rule, start rule, and tags. It also displays thumbnails of assets in the Review as well as participant names, their Review role, and the number of comments they added to a Review or chain.
This tab also features a toolbar where you can perform actions such as:
  • Launch the Review in the Proofing Workspace
  • Edit the Review
  • Copy the Review URL
  • Create a feedback summary for the Review
  • Refresh
  • Delete
    Note: Only individual Reviews and the last Review in a chain can be deleted.
    Note: You must have relevant permissions to edit / delete a review.
Review CHAIN This tab, also known as the Review CHAIN tab, displays all the Reviews that are part of a chain in individual Review cards. Each card contains that specific Review's title, status, start rule, auto approve rule, asset thumbnails, and participants as well as their Review roles, expected action, and feedback count.
This tab also features a toolbar where you can perform actions such as:
  • Launch the Review in the Proofing Workspace
  • Edit the Review
  • Delete the Review
    Note: Only individual Reviews and the last Review in a chain can be deleted.
    Note: You must have relevant permissions to edit / delete a review.
  • Expand or collapse a Review card

Main Toolbar

Perform actions on a single Review or across multiple Reviews.

Button Description
Edit Use to update the detail of a Review.
Note: This option is also available when you right-click a Review.
URL Use to copy a Review link to your clipboard.
Note: This option is also available when you right-click a Review.
Note: This action is also available when you select multiple Reviews.
Create Feedback Summary Use to generate a Review summary.
Note: This option is also available when you right-click a Review.
Delete Use to delete a Review.
Note: This option is also available when you right-click a Review.
Note: You must have relevant permissions to edit / delete a review.
Menu Use to access more options.
Note: This action may also be available when you select multiple Reviews.
Refresh Use to reload the page you are currently viewing.
Note: This action is also available when you select multiple Reviews.

Additional Options

Move from one page to another, or change the way the Reviews display on the screen.

Action Description
First Page / Last Page Use / to jump to the first or last page.
Previous Page / Next Page Use / to move to the previous or next page.
Number of Items per Page Selector Use the selector to select the number of Reviews to display per page. The options are:
  • 50 items per page
  • 100 items per page
  • 200 items per page
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