Manage Reviews

22 articles

Create a Review

To create a Review, click the Baselines and Reviews folder in the Explorer. Click the New icon in the main toolbar and select Review in the Create Artifact modal.

Add Artifacts to a Review

To add artifacts to a Review, click the Review artifact of interest in the Explorer. Click the Artifacts tab and click the Add Artifacts.

Add Unauthorized Artifacts to a Review

When an artifact you don’t have permissions to is already in the Review, you’ll continue to see it as a line item. It will stay in the Review when you activate it.

Remove Artifacts from a Review

To remove artifacts from a Review, access the Review artifact. Click the Artifacts tab and select the checkbox for the artifact(s) you want to remove and then click the delete icon.

Set the Approval Status for a Review

To set an artifact's approval status, access the Review artifact and click the Artifacts tab. Click the drop-down in the Approval Status column and select Required or Not Required.

Add Participants to a Review

To add participants to a Review, click the Participants tab in the Review artifact of interest and click Add Participants.

Remove Participants from a Review

To remove participants from a Review, access the Review artifact and click the Participants tab. Select the checkbox for the participant you want to remove and then click the delete icon.

Set Roles for a Review

To set roles for a Review, access the Review artifact and click the Participants tab. Click the drop-down in the Role column for the participant and select Reviewer or Approver as needed.

Add Instructions to a Review

To include instructions in a Review, access the Review artifact of interest and open the Utility Panel. Enter your instructions in the Description field.

Start a Review

To initiate a Review, access the Review artifact that you want to initiate the Review for. Click the Draft drop-down in the upper-right corner and click Start Review.

Manage Discussions in a Review

To view and reply to a comment in a Review, click the Discussion indicator next to the artifact name and click Reply.

Require Participants to Complete a Full Review

To require participants to complete a full review, access the Review artifact and click the Settings tab. Select the checkbox in the Require Full Review Before Participant Can Complete section.

Require Review Approvals to Have Electronic Signature

You can configure an Approval within a Formal Review to require an Electronic Signature. Access the Review artifact of interest and click the Settings tab. In the Approval Requirements & Authentication section, select the Approval Requires Electronic Signature checkbox.

Add an Electronic Signature and Meaning of Signature to a Review

To add an Electronic Signature when enabled, click the drop-down in artifact header and select one of the statuses. In the eSignature Required modal, enter your username and password.

Set an Expiration Date for a Review

To set an expiration date for a Review, access the Review artifact and click the Settings tab. In the Set Expiration section, select the checkbox and select expiration date and time.

Monitor and Analyze Statistics in a Review

When a Review is active, the Overview tab displays various statistics. The statistics displayed are dependent on the type of Review.

View Artifacts' Individual Metrics and Details Reports in a Review

When the Review is Active, the Artifacts tab shows individual view status, and in the case of Formal Reviews, approval status, and metrics for each artifact.

Close a Review

To close a Review, access the Review you want to close. Click the Active drop-down and select Close Review.

Create a Follow-up Review

To create a Follow-up Review, access the Review artifact that you want to create a Follow-up Review from. Click the Create Follow-up Review button in the artifact toolbar.

Review Notifications

Blueprint review notifications provide your users with information and reminders at key moments.

Configure Review Notifications

To configure review notifications, in the Blueprint Administration Portal, click Instance Settings and select Email Settings. Select the Enable Review Notifications checkbox.

Add and Assign Meaning of Signature

Meaning of Signature is used to associate an electronic signature to a group the user belongs to. Meaning of signature is a feature enabled on the project level and requires a list of values that are…