Who can start a file Review? Leaders, Publishers and Contributors on the project.
How to start a review:
- Open the file in Projecis that you would like to start a review.
- Select persons on the team that should be Reviewers in that stage.
- Select due date if applicable.
- Add other stages by selecting "Add Stage" and repeat the selection and due date process above.
- Select if email based review is allowed: see below for definition.
- Select "Begin File Review" button on the lower left.
Review Characteristics:
- Several stages of review can be created: Stage 1, Stage 2, etc.
- Each stage can have one or many members in that stage.
- Each member in Stage 1 will receive an email indicating they have a file to review. When the file progresses to the next stage those in that stage will then get the email request, and so on.
- Members in each stage can see each others comments and uploaded files.
- Members in other stages, that are not Leaders, cannot view comments in other stages.
It is recommended that:
- the file is checked-out prior to starting the review.
- the person starting the review (review manager) should be included in each stage.
- reviewers should add comments or upload red-lined documents to the review area.
- accepted comments should be incorporated and the new file uploaded by the review manager, changing the version number.
- review manager can then push file review process to the next stage.
Email Based Review:
This option allows buttons on the review a file request email to "Approve" or "Reject".
If this option is not allowed the email will have a link to the file to be reviewed. The reviewer would need to log into Projecis to review the file and "Approve" or "Reject" the file.
Comments