Reviews are typically initiated through the Projects module of Stackd. To learn more about reviews, go to Project Documents. When a review is created, it appears in the senders Outbox and the reviewers Inbox within the “Collaboration Hub”. An email notification is also sent to the reviewer.
View a Review Assigned to You
- Navigate to “Collaboration Hub”
- Ensure you’re on the “Inbox” tab
- Click the filter icon and deselect all options except “Reviews”
View Document Needing Review
To review an open review follow the steps for View a Review Assigned to You
- Click “More Actions”
- Click “View Document”
- Review the document
You can also select “View PDF” to open the document in PDF format.
Reply to a Review
To review an open review follow the steps for View a Review Assigned to You
- Click “More Actions”
- Click “Reply”
- Select the reviewer from the dropdown list
- Enter your comments
- Click “Reply to Review”
Replies are sent to the selected reviewer and appear in their Collaboration Hub Inbox.
Mark a Review as Approved
To review an open review follow the steps for View a Review Assigned to You
- Click “More Actions”
- Click “Approve”
Mark a Review as Approved & Create a Task
To review an open review follow the steps for View a Review Assigned to You
- Click “More Actions”
- Click “Approve & Create Task”
- Complete the required task fields
- Click “Save Changes”
Use this option to create a task for the document author to transmit or distribute the document after approval.
View Reviews You Assigned
- Navigate to “Collaboration Hub”
- Ensure you’re on the “Outbox” tab
- Click the filter icon and deselect all options except “Reviews”