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.
- 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
- 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
- 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
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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