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Getting Started with Review Templates
Who is this article for?Userswho want to learn more about review templates.
Review Authors can create, view, and use review templates.
Review templates allow you to set up the various aspects of a review that may need to be repeated regularly. With authoring permissions, you can create a review template so that other authors can use the standard and latest template in their own reviews, increasing the ability to control the quality of work.
Tip: Want to know more? See for more How to Review a Template for more information.
Review Template Permissions
Each user type within Please Review has a different relationship to templates which are outlined below:
| User Type | Review Template Permissions |
|---|---|
| Author (original template owner) | Create, view, and use templates. Able to update and delete your own template. |
| Author | Create, view, and use templates. |
| System Admin | View shared templates only. |
| Monitor | View shared templates only. |
When a template is created it exists only in the workgroup it was created in. If a user is active in multiple workgroups, they can select ‘All Workgroups' in the ‘Template’ tab to see templates in all their workgroups.
Note: Any reviews created from a template will, by default, be created in the workgroup in which the template was created in.