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Getting Started with Multi-Phase Reviews
Who is this article for?Please Review Authors managing multi-phase reviews.
Review Authors can create, view, and use review templates.
This article discusses the multi-phase review feature, which underscores each phase as an independent evaluation process. Through central management by the Owner, each phase within a multi-phase review offers a consolidated perspective while accommodating diverse reviewer dynamics and preferences.
Tip: Want to know more? See for more How to Setup a Multi-Phase Review for more information.
Features of a Multi-Phase Review
- Each phase in a multi-phase review is an individual review.
- A multi-phase review is a collection of individual reviews which are managed centrally by the Owner, and on which the Owner has a consolidated view.
- Each phase is a separate review and can have separate Reviewers. If a Reviewer is in multiple phases, the phases will appear as separate reviews in the Reviewer’s inbox. However, Phase 2 (for example) will not appear until Phase 1 is complete and is listed under ‘Completed Reviews'.
- All review options are available and apply individually to each phase. For example, a review could be collaborative for one phase and independent for another phase.
Multi-Phase Review Setup
- Setting up a multi-phase review is enabled by selecting the multi-phase review type at step 1 of the new review wizard:
- At step 2 of the new review wizard, documents are uploaded to the review in the usual way.
- At step 3, the multi-phase review options can be set:
- The final step of the multi-phase review set-up wizard is the creation of the phases. Selecting ‘Add’ will add a phase.
- The review progression options include automatic progression from phase to phase, and which comments should be included in the next phase.
- The review Owner can progress the review to the next phase manually using the Review Control Panel, or they can select to have the review progress automatically to the next phase when either all
- Reviewers have indicated that they have completed their review (i.e. all Reviewers have set their status to ‘Completed’), and/or the review end date is reached. If both options are selected, the review will progress on the first event.
- The review Owner can also select which comments are included in the new phase, using the options available:
| Comment Type | Description |
|---|---|
| All |
All comments included in the phase are included in the subsequent phase, even if they are made by a Reviewer who is not included in the subsequent phase. |
| Only Accepted Comments | Only accepted comments and changes are included in the subsequent phase. |
| None | No comments or changes are included in the subsequent phase. |
Verify Details
At step 5, you verify the details of your review and confirm them: