Requesting a Memo Review


Requesting a Memo Review from the Collaborative Editor

Once a document is within a batch, the user can complete the review request prompt. This will be found in the top bar of the document. This can happen at any time throughout the process of writing a memo, it does not need to happen at a specific stage or step.  The owner or Site Admin can also request this.

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  • Once the user selects "Request Review," a window will appear with a few fields for the user to complete. Fields include: 
    • Select Reviewers- Populated from a list of registered users in the system
    • Note to Reviewer(s)- An optional text note that the requester can send to the reviewers. 
    • Send email alert-  Select if the reviewers should receive an email message

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  • Select View Advanced Settings to view additional settings that control when a review is requested. These additional options include: 
    • Round name- Ability to change or customize the round name, shown when viewing all summary results 
    • Review Template- Select a specific template or go to the template editor to see the various Memo Review options 
    • Due Date- Adjust when the action item will be due by the requested reviewer 
    • Remind- Enable or disable the reminder emails that are sent if users have not accessed and completed their Memo Reviews after a certain number of days

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  • Once the user selects Assign Review, the action item assignments and notifications will go out to the requested users
  • The user will also see a confirmation and see the top Review button update to Review Results

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Third-party Documents

For information related to requesting a review of a third-party document, see Working with Third-Party Documents

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