Creating reviews

The first part of the Create Review form lets you specify a review title, dates, and a description.

• Title. A descriptive name for the review using 50 characters or fewer.
• Coordinator. A user who can create and manage a review. The user must belong to the Review Coordinators role.
• Approver. This role is assigned to the review Coordinator by default. You can change the default to assign the approver role to any Inspire user with permission to work on reviews. The review Approver must enter the information on the Review Approval screen before a review can be completed.

  This field is required. If you want to change the default assignment, you cannot leave it blank.

• Start By. An optional field to specify in the review notifications when the reviewers should start on their assignments.
• Due By. An optional field to specify in the review notifications when the reviewers should complete their assignments. The reviewers will see the review deadline in orange text on the due date is the current date, and red text when the review assignment is overdue.
• Description. An optional field to provide additional details or instructions to the reviewers. You can use 3000 characters or fewer.

  Previously, you could only see the Description on the Reviews Management screen. Now, you can also see the Description in the following places:

  • Dashboard screen. Look in the My Reviews section.
    • The text will truncate with an ellipse if it doesn't fit, but you can hover over Description to see the complete text.
  • While working on the review. In the review editor, check the Review Details section during the review for a reminder of the instructions.
    • The text will truncate if it doesn't fit, but you can click More... in the Description to see the complete text.

The second part of the Create Review form lets you set any filters.

Filters. When you create a review, you can specify which content to show the reviewer by applying a filter based on profiling attributes. For more details on using filters, read Filter Reviews

Previously, this screen contained an option to restrict discussions during the Resolving phase. Now all reviews work as if this option were selected. No new discussions can be saved by any type of user when the review is in the State of Resolving.

• The Create button is active in both the Component Discussions and the Discussions panes.
• You can enter text on the Create Discussion screen, but after you select Create, you see a warning that "Discussions can only be created during the review phase."
• Only the review coordinator or administrator can edit or delete messages in the Component Discussions and Discussions (for the entire review) panes when the review is in the Resolving state.
• If the review is not in a State of Resolving, reviewers can add, edit, and delete their own comments in the Collaboration panel until all users have completed their review or the review is canceled.

The third part of the Create Review form lets you list the components to be reviewed and shows the Review Scope.

Components. A topic in DITA is an independent chunk of information that covers a single idea or task, authored as a unit and stored in its own file. Topics are categorized by information type, such as a concept, task, map, or glossary entry.

You can add binary components (images, PDFs, WORD docs) to a review.

You can send a DITA map for review to get feedback on the included topics and their sequence.

• Maps can be reviewed like any other DITA component.
• The map opens in the Oxygen editor.
• Reviewers can comment or edit it.

Component tips and tricks

Adding components that have attachments.

If a component has an attachment, you see a paper clip icon before Review Scope.

= Has an attachment (black paper clip icon)

= Is an attachment (green paper clip icon)

• If you add an unlocked component to a review, and the component has one or more attachments, Inspire automatically adds the attached components to the review

In a review, attachments are opened in one of the following ways:

• If the component is a binary file (image, PDF, WORD doc), it can only be opened in a read-only viewer regardless of whether it is unlocked or locked.
• If the component is NOT a binary file (a DITA topic) and it is locked, it can only be opened in a read-only viewer.
• If the component is NOT a binary file (a DITA topic) and it is unlocked, it can be opened in the Oxygen editor.

  A review coordinator or administrator can change a component that is In Review to Context Only by clearing the checkbox in the Review column.

Attached components are also locked with a system lock in the Components browser until the review is resolved

Component details.

• Review. Select this checkbox for the topics you want reviewed. You cannot select it if the component is open, locked, a binary, or is Context Only.
• Review Scope. Identifies if a component is:
  • Unlocked and not binary = In Review
  • Locked or binary = Context Only
• Name. The File Name of the component without the GUID.
• Type. Identifies the structure or schema of the topic.

The fourth part of the Create Review form lets you assign a user to review the components and grant or deny them permission to edit the text during review.

• Full Name. The username as it appears in the user's profile. For example, Jane Doe.

  You can add multiple reviewers. The first user listed must complete their review assignment before the next user in the list can start their review.

• Track Changes. Identifies if the user can only add comments to the text in review (Track Changes is not selected) or if the user can edit the text in review (Track Changes is selected).

  An administrator can remove all reviewers' ability to edit content and track changes.

  • If an administrator sets the ReviewCommentOnly feature to false, you can select or clear the Track Changes option.
  • If an administrator sets the ReviewCommentOnly feature to true, you can only create a review with comments in the Create Review and Update Review screens. The Track Changes option does not appear.
  • By default, the ReviewCommentOnly feature is set to false, and you can select or clear the Track Changes option.
  • Administrators can read about how to manage this feature in Limit reviews to comments only.
• Notifications. Identifies if the reviewer is notified when they have a review assignment to complete.

  When you complete a task that triggers a notification, such as creating or completing a review, the Slack and email message bodies contain:

  • The notification with ten or fewer Issues, Errors, and Warnings.
  • A link at the bottom of the message [See Full Version].
  • You can click the [See Full Version] link to expand a section under the link with the full details.