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How to Use Review Metrics
Who is this article for?Please Review Users using review metrics.
Review Administrators with permissions can perform an initial setup.
Review metrics in Please Review provide valuable data and insights about the document review process. They offer quantitative information on various aspects, such as the number of reviews conducted, reviewer participation, review completion times, and the volume of comments and changes made.
Review Metrics
Initial setup of these must be performed by a Please Review admin. If you’re looking for information in setting up review metrics, please refer to Please Review System Administrator User Manual.
To answer Review Metrics, you will need to:
- Select the review
- Go to ‘edit details’ button
- Click the ‘review options’ button
- Select ‘Review Metrics’
Within the Review metrics options for the required metrics will have an asterisk beside them. Once this has been filled in you should then be able to complete the review. You do not need to answer the metrics that are not marked as required.
If you try to complete a review with unanswered metrics that are marked as required, you will be prompted with a pop-up alerting you of this and will do so until the metrics have been answered.
Review Metrics within Multi-Phase reviews
For multiphase reviews, the author will not be allowed to enter the next phase until required metrics are filled in appropriately. To edit the phased 'Review Metrics’, you will need to:
- Click ‘Select’ on the review
- Click edit
- Click the edit button for review phases
This will bring up the phases and you will then need to click on the edit button below the review option header for the specific phase. Here you can go to ‘Review Metrics’ and fill in the required metrics. You will then be able to go to the next phase.
Reconciliation Report
Metrics will also be shown within the reconciliation reports within the reviews, if you go to view report it will open as normal but will show you a section for the review metrics that were within.
Note: If you have created a review, if the metrics are deleted afterwards at the workgroup level, these metrics will stay in that review and the changes will only apply for reviews being created after the metrics change. This applies to new metrics being added as well.