When you want a submission or multiple submissions to be reviewed by others, you'll first need to complete some setup steps. You'll need to:
1) Set up a Review Panel
2) Add that Review Panel to the required project
3) Edit the review settings (enabling the scoring, voting or comments and setting due dates and min/max)
Once that has been completed and you have submissions that are ready for review, you can send them to your panel. There are multiple ways to do this:
1. Sending an Individual Submission for Review
Find and select a submission you'd like to review.
Move this submission to the Stage where you have set up a Review Panel.
Select the Reviews option. If sending a submission for review for the first time, you'll see that this section will be empty of reviews
Select the option to Review Feedback and select from the list of available Review Panels assigned to this Project. If none appear, please troubleshoot by following the setup steps listed above.
Once the review has been sent, each member of the review panel will see this submission appear in their pending feedback, and you'll then see a note showing the minimum number of reviews needed for the threshold to be met.
2. Sending Individual Submissions for Review from Stages
To send a submission for review from the Stages page:
Head to Stages and use the filters to access the correct Stages board.
Find the Submission you'd like to send for review and select the 3 dots in the top right-hand corner of the card. If you see a blue dot, that means that the submission has already been sent for review but has not yet met the minimum threshold to be completed.
Select the Review Feedback option and select the option to send feedback. If there are already any active reviews, these will then be shown here.
3. Bulk Sending Submissions for Review from Stages
To bulk send multiple submissions for review from the Stages page, follow these steps:
Head to Stages and use the filters to access the correct Stages board.
Select the small three dots in the top right-hand corner of the Stage you want to bulk send all the submissions within that Stage for Review.
You will then be given a warning before this action is completed. Once confirmed, this will then send each of the submissions in this stage to the review panel. Please note that email notifications are not sent for this action. Once this has been completed, a completed message will appear to let you know that this action has been successful and the blue dot will appear on the submission card to let you know that there are active reviews pending.
3. Automating Submissions for Review from Stages
You can set up automations so that when a submission is sent to a Stage, it automatically gets assigned to the designated Review Panel for that Stage. To set this up:
Open the Stage settings where you would like to automate and select configure actions.
Select the option to Request Feedback
Choose the Review Panel you'd like to send submissions to automatically. This means that any submission reaching this Stage, is automatically sent to this stage.
