Your Reviews

A review is typically initiated through the
Projects
section of stackd. To learn more about reviews, go to
Project Documents
.

View a Review Assigned to You

  1. Navigate to “Collaboration Hub”
  1. Ensure you’re on the Inbox tab
  1. Use the “Filter” button and deselect every button but “Reviews”

    View Document Needing Review

    1. Review an open review by following the instructions for View a Review Assigned to You
    1. Select “More Actions”
    1. Click “View Document” from the dropdown
    1. This will open the Document
    💡
    You can also Click “View PDF” to review the Document.

    Reply to a Review

    1. Review an open review by following the instructions for View a Review Assigned to You
    1. Select “More Actions”
    1. Click “Reply” from the dropdown
    1. Select the “Reviewer” from the drop down
    1. Enter your comments
    1. Click “Reply to Review”
    ℹ️
    A reply will be sent to the selected Reviewer from the dropdown and will show up in their Collaboration Hub inbox.

    Mark a Review as Approved

    1. Review an open review by following the instructions for View a Review Assigned to You
    1. Select “More Actions”
    1. Click “Approve” from the dropdown

    Mark a Review as Approved & Create a Task

    1. Review an open review by following the instructions for View a Review Assigned to You
    1. Select “More Actions”
    1. Click “Approve & Create Task” from the dropdown
    1. Enter all necessary fields
    1. Click “Save Changes”
    💡
    Use Case: Create a task for the author to transmit the document once it has been approved.

    View Reviews You Assigned

    1. Navigate to “Collaboration Hub”
    1. Ensure you’re on the Outbox tab
    1. Use the “Filter” button and deselect every button but “Reviews”