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Creating a Package review template

Package Review Templates can be set up and saved, this saves you time and standardises your review processes.

You can create and save templates and use them over again - which means you don’t have to re-create them when you need to start a review.  Templates are simple to create: it only takes a few minutes to set one up, depending on the number of steps required. 

Once created, you can use them to ask for reviews, and, if required, even make edits before sending. For example, you can add new steps and/or re-order existing steps 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 have to:
  • Add a template name that reflects the purpose of the review.
  • Add steps and participants. The Step Name should contain the names of the roles performing the review. For example: Structural Engineers Review.
  • Set up the review’s duration. Remember to consider time-based factors such as contractual obligations.
  • Set permissions. Remember that these permissions are used to manage the review when this template is being use
  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.
  • Add one or more reviewers. Do this by entering their name or business name to start creating a list to choose from.
  • Save it when you’ve finished. 
Adding the Step name and its participants.

Setting a review’s duration

The next step is to add how long the review should take.

  1. 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.
The Duration screen.
  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.

Setting permissions and activating the template

The next step is setting permissions, which you do to control:

  • Which review submissions reviewers can see. For example, controlling if other reviewers can see each other’s review outcome and attachments.

  • The template parameters that Initiators and Reviewers can adjust when initiating a review. This is important as controlling what changes can be made in this specific review, allows it to be managed and stops other reviewers from making unwanted changes.
  1. Select what the Initiator’s and Reviewer’s permissions.
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.

Editing a template

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.
The Edit button in the View Template window.

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