Using on-demand content reviews

Overview

On-Demand Content Review is an add-on feature and must be enabled prior to use. Contact your account manager, or accountmanagers@responsive.io, to enable it.

It may be necessary to review Content Library content outside of the normal review cycle.

• The on-demand review process does not affect the owners of the content. For content that has been assigned owners and reviewers, only the reviewers are assigned the task.
• When an On Demand Review is initiated, it automatically emails the reviewers links to the content and creates tasks for them. The content appears on the Review tab.
• While an on-demand review is in progress, the content cannot be changed in the Content Library.

On-demand reviews impact scheduled reviews.

• When an on-demand review is initiated, any scheduled review date is replaced with the on-demand due date. After the review is completed, the next review date is determined by the existing review cycle and will be set to the existing reviewers.
• For example, if content is scheduled to be reviewed every three months (making the next due date in April), but an on-demand review is initiated with a due date in March, the next regularly scheduled review will be due in June, not July.

Your company has added a number of new features to one of your products, and all Content Library content must now be updated before any additional RFPs are submitted. Or, your company has recently gone through a merger or acquisition, and your content needs an immediate on demand review.

See Canceling scheduled and on-demand reviews for information on canceling On Demand reviews.

Permissions

Users selected to review content as part of an On Demand Review are temporarily granted the same permissions as the owner, even if that user does not usually have that access (including access to collections).

Select the applicable tab for your edition of Responsive.

• Enabling on-demand reviews

  Go to Organization Settings > Content Library > Content Review and turn the On Demand Review toggle on.

  Initiating on-demand reviews

  Assigning individual items

  1. Go to the Content Library and locate the item that must be reviewed.
  2. Click the Menu (three stacked dots), then select On Demand Review.
     
  3. Enter the details of the review:
     
     
     • Begin typing the name of the first reviewer (we automatically provide suggested names that you can select). Enter all reviewer and team names.
     • Enter the date the review is due.
     • Enter a message for the reviewers, if needed.
  4. Click Send For Review.

  Assigning items in bulk

  1. Go to the Content Library and locate the items that must be reviewed.
  2. Select the checkboxes for the items, or click the Select checkbox in the header to select all the displayed items. The Bulk Options toolbar appears on the header
  3. Click More in the header, then choose On Demand Review.
     
  4. Enter the details of the review:
     
     • Begin typing the name of the first reviewer (we automatically provide suggested names that you can select). Enter all reviewer and team names.
     • Enter the date the review is due.
     • Enter a message for the reviewers, if needed.
     • Specify if the review should be performed by any of the reviewers or all of them.
  5. Click Send For Review.

• Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

  Enabling on-demand reviews

  Go to Organization Settings > Content Library > Content Review and turn the On Demand Review toggle on.

  Initiating on-demand reviews

  Assigning individual items

  1. Go to the Content Library and locate the item that must be reviewed.
  2. Click the Menu (three stacked dots), then select On Demand Review.
     
  3. Enter the details of the review:
     
     
     • Begin typing the name of the first reviewer (we automatically provide suggested names that you can select). Enter all reviewer and team names.
     • Enter the date the review is due.
     • Enter a message for the reviewers, if needed.
  4. Click Send For Review.

  Assigning items in bulk

  1. Go to the Content Library and locate the items that must be reviewed.
  2. Select the checkboxes for the items, or click the Select checkbox in the header to select all the displayed items. The Bulk Options toolbar appears on the header
  3. Click More in the header, then choose On Demand Review.
     
  4. Enter the details of the review:
     
     • Begin typing the name of the first reviewer (we automatically provide suggested names that you can select). Enter all reviewer and team names.
     • Enter the date the review is due.
     • Enter a message for the reviewers, if needed.
     • Specify if the review should be performed by any of the reviewers or all of them.
  5. Click Send For Review.