Resolve and approve a review

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

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

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.

Discussions

The Collaboration panel has a pane for reviewers to add comments about 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 specific text or a specific 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 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, the screen closes without any changes being saved.

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).

  • If the review coordinator set the Resolving state restricts discussion option when creating or updating the review:
    • 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.
    • Review coordinators cannot delete other reviewer's comments in the Reviewing state, only in the Resolving state.

    • 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, the screen closes without any changes being saved.
    • 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)

    • 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 cancelled.

  • If the review coordinator did not set the Resolving state restricts discussion option when creating or updating the review, any user participating in the review can edit or delete discussions until the entire review is marked as Completed or Cancelled.