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How to Set Default Zones
Who is this article for?Please Review Users setting default zones.
Review Owners with permissions to set and edit default zones.
Setting default zones in Please Review is a valuable feature that simplifies the document review process by automating the division of documents into specific sections or units. As an administrator, you can define default zone types, such as paragraphs, sections, or custom-defined units, according to your document structure. This saves time and effort, ensuring consistency in the review process.
Setting the Default Zone
When in ‘zone creation mode’, a ‘Default Zone’ comment box will appear automatically to the right of the document.
The Default Zone enables the review Owner to set the default review permissions which will apply to all sections of the document not in a specified zone:
You have the choice to set the same default permission to all participants using the checkboxes at the top of the comment box or use the radio buttons to set different default permissions for different participants. Note that Contributor permissions are not included in the Default Zone options.
At the bottom of the comment box, you set the default permission for any future participants added to the review.
Note: If you do not edit the Default Zone, each participant in the review will automatically have permissions based on the participant role assigned when setting up a review.
Once all permissions have been applied to the default zone, click ‘Apply’.
Editing the Default Zone Role
If a review Owner wishes to edit the default zone role, as well as editing it within the review (as described above), users can also make changes in the ‘edit participants’ window. This is most useful if a review Owner is changing a participant review role on an in-progress review and helps ensure that the review role matches the default zone role.
The review participants table displays both the review role and the default zone role of each participant. This information is visible both at the review set-up stage and when a review owner is editing participant information on an in-progress review.
Editing a participant default zone role is done by accessing the default zone role drop-down list in the ‘edit participant details’ window. Users will be able to assign the participant with the correct default zone role. This cannot exceed the participants review role but can be lower if required. The system will prompt users if the review role and default zone role do not match when the user confirms their selections by clicking ‘Update’.