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Creating a Package review template

Review templates can be set up and saved, then edited and re-used in similar review processes.

You can create and save templates to use again - which means you don’t have to re-create them whenever you have the same or a similar review to run. They’re simple to create – it only takes a few minutes to set one up, depending on the number of steps required. 

Once you’ve created one, you can use it in a process and also edit it to be used in other review processes. For example, you can add new steps and re-order them using drag and drop. For more information on working with package reviews, see What are Package Reviews for? and Setting up package reviews.

There are two roles in a review: 

  • Initiator – the person who starts and manage the review process.
  • Reviewer – the person or people who carry out the review.

Creating a template

  1. Open Packages, then select Manage Review Templates.
Selecting Manage Review Templates
  1. Click Create New Template
Selecting Create New Template.
  1. This opens a screen where you can:
  • add a template name
  • add steps and participants
  • set up the review’s duration 
  • set permissions.
  1. Enter a name in the Template Name field. 
The Template Name field.
  1. Now drag and drop the Flow and Participants panel into the field below to add new steps - called Stages - to the workflow. Note that you can drag new Stage panels to any position within a workflow and re-order them as required.
An example of dragging and dropping the Flow and Participants panel.
  1. This adds a blank Stage to the workflow, which you can edit by clicking on Add step details.
The Add step details link.
  1. This opens the Edit step window. Here you have to:
  • Give it a name - you can also add instructions to help reviewers understand what they have to do. These are both shown in the Stage panel.
  • Add one or more reviewers. Do this by entering their name or business name to start creating a list to choose from.
Adding the Step name and its participants.
  1. Press Save when you’ve finished. 
  2. The next step is to add how long the review should take. Do this by clicking on the calendar and using the Plus icon to add the number of days you want to allow. Click Apply when you’ve finished. 
     
Adding days to the review using the Duration panel.
  1. When you add days, the total for the process is shown above the steps you’re adding. Durations can be edited after being saved.
The total numbers of days set up for a review.
  1. The next step is setting permissions, which you do to control:
  • which review submissions reviewers can see
  • the template parameters Initiators and Reviewers can adjust when initiating a review.
The permissions options.
  1. Once you’ve finished adding the steps, select Activate to save the template sand make it available to be used by reviewers. The following example shows a completed review process.
An example of a completed review process with the Activate button highlighted.

Once a template has been activated, it is added to a list of existing templates. If you want to edit it further, click its name and select Edit.

An example of a template list.

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