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High Compliance Environment Help Center

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.
  1. Click Create 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. 
  1. Click Add Step to add a new Step to the first Stage of the workflow. 

Tip!

Stages can have multiple steps within them, and each Stage must have at least one Step.

  1. The Add Step screen will appear. Give your Step a name.
  1. Add one or more reviewers. Do this by entering their name or business name to start creating a list to choose from. 
  2. When you have added all your Review Participants, click Add Step.

Tip!

You can select a role of Lead Reviewer or Reviewer, but your selection currently has no impact. The Reviewer role will be promoted to the Lead Reviewer role when a Package Review is initiated. These roles currently do not have any effect on Package Reviews.

Setting a review’s duration

Use the Duration (days) field to set how long the review should take.

  1. Click the arrows or enter the number of days you want to allow. As you add days, the total for the process is shown above the stages on the top left. Durations can be edited after being saved.

Tip!

Within each stage, you'll see a new visibility rule with an eye icon. This is set to ‘Created issues visible to all stage participants’. This feature does not currently apply, and will not be displayed when initiating a review. 

  1. Add a new Stage by pressing the + button. Follow the same steps above to add steps to the new stage.

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 Initiators can do when starting a review.
  2. Select what Reviewers can do during a review.
  1. Once you’ve finished creating the template, select Activate to save it and make it available to be used by reviewers. 

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. Alternatively click the pencil icon for the template you want to edit.