Resolve and approve a review

After all users mark their individual reviews Completed, the review moves to a state of Resolving. At this point, the review Coordinator must accept or reject all changes and remove all comments. While in the Resolving state, the review Coordinator can also edit or delete messages in review-related discussions. After saving the review, the Approver must complete the Review Approval screen before Inspire marks the review as Completed.

Topics in this article:

Start on the review management tab

On the Reviews Management tab, you can:
  • See at-a-glance how many reviews you have by sorting the list by Coordinator
  • Determine if you need to resolve a review by looking in State
  • See which users participated in a review by looking in the Reviewers column
  • Filter the list by including or excluding a review in any of the following State:
    • Completed
    • Cancelled
    • Archived

When resolving a review

After all reviewers have marked their individual review tasks as Completed, a review moves to the Resolving State.

When resolving a review, you can quickly see which components include changes:

  • Tracked changes . The coordinator must review the edits and either accept or delete them.
  • Comments . The coordinator can reply to a comment, however all comments must be removed before the review can be resolved.
  • To see the number of comments or changes, hover over an icon.
  • The icons only track changes and comments made during the Reviewing phase. If comments and track changes were added to the component before the Review started, they will not cause the icon to display or be included in the icon's number.

During this phase:

  • Review coordinators can complete their own review of the components.
  • A coordinator must also accept or reject all changes.
  • A coordinator must remove all comments from the components.
  • The review coordinator can edit or delete their own comments in discussions related to the review.
  • Reviewers can see a read-only version of the components in the review.
  • Administrators can allow a user to add a component linked in a map.
  • Review coordinators or admins can change the Scope of a component.
  • Review coordinators can cancel the review.

When approving a review

Approvers

  • If you are assigned as the Approver for a review, you can see that review on the Reviews Management tab now, even if you are not an Administrator.
  • If you are assigned as the Approver for a review, but you are not an Administrator, the Review Coordinator, or an active Reviewer:
    • You have read-only access in the review editor.
    • You have read-only access to review details.
  • Non-admins must be added to the Content Browser's can_approve module property. Follow the steps in: Control who can approve components.

You may be prevented from selecting a component to approve if the ApprovalNotRequired tag has been attached to the component. For more details, read Exclude a file from approval using a tag.

Work with discussions

Discussions

The Collaboration panel has a pane for reviewers to add comments on a component or the entire review.

  • Component Discussions. Each component in a review has its own Component Discussions pane. Although these messages are not linked to specific text in a component, they are linked to a specific component. The messages will change depending on the component you select. To see the discussion for a component, select the component you want to discuss first, and then open the Collaboration panel, go to the Component Discussions pane, and review the messages.
  • Discussions. Every review has a Discussions pane. These messages are not linked to any specific text or component. The messages will not change depending on the component you select. These messages can be used to provide comments on multiple components in the review or to raise issues about the review itself. To see it, select the component you want to discuss first, and then open the Collaboration panel, go to the Component Discussions pane, and review the messages.

You can see review discussions in the following places:

  • In the review at any State (In Progress, Resolving, Completed, Cancelled).
  • In a review report if you select the option to Include component discussion details.

When a review is in a State of Resolving, the Coordinator cannot create new discussions.

  • 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."

Permissions may be required to edit or delete discussion comments made in the Collaboration panel for a component (Component Discussions pane) and the review (Discussions pane).

  • 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."
  • Users who are not the review coordinator or an administrator can open the Collaboration panel when the review is in the Resolving state, but the following panes are greyed out and not available.
    • Component Discussions
    • Discussions (for the entire review)