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
- Navigate to “Collaboration Hub”
- Ensure you’re on the Inbox tab
- Use the “Filter” button and deselect every button but “Reviews”
View Document Needing Review
- Review an open review by following the instructions for View a Review Assigned to You
- Select “More Actions”
- Click “View Document” from the dropdown
- This will open the Document
You can also Click “View PDF” to review the Document.
Reply to a Review
- Review an open review by following the instructions for View a Review Assigned to You
- Select “More Actions”
- Click “Reply” from the dropdown
- Select the “Reviewer” from the drop down
- Enter your comments
- Click “Reply to Review”
Mark a Review as Approved
- Review an open review by following the instructions for View a Review Assigned to You
- Select “More Actions”
- Click “Approve” from the dropdown
Mark a Review as Approved & Create a Task
- Review an open review by following the instructions for View a Review Assigned to You
- Select “More Actions”
- Click “Approve & Create Task” from the dropdown
- Enter all necessary fields
- Click “Save Changes”
Use Case: Create a task for the author to transmit the document once it has been approved.
View Reviews You Assigned
- Navigate to “Collaboration Hub”
- Ensure you’re on the Outbox tab
- Use the “Filter” button and deselect every button but “Reviews”