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Assigning Section Review in Proposal Builder

Overview

Reviewers can be assigned sections to review after the contents have been added and the proposal draft has been saved. Reviewers will receive an email notification when the assignment is made.

Note:

  • Sections can be assigned for review only after the proposal has been saved.
  • While editing a section, save the changes before assigning them for review.

Select the applicable tab for your edition of Responsive.

  • To assign reviewers for a section, follow the steps below.

    Click [i] Add Reviewer.png on a section to assign reviewers.

    PB - Assign Reviewer.png

    Select from Any, All or Sequential review type on the Section Review drawer. Click here to learn more about the review types.

    PB - Select Review Type.png

    Next, add the reviewers.

    PB - Add Reviewers.png

    Optionally, click Set Due Date to set the due date.

    PB - Due Date.png

    Choose the date and click Confirm.

    PB - Set Review Due Date.png

    To initiate a discussion with the reviewers, check the Start Discussion about this section checkbox and enter the message in the input box.

    PB - Start Discussion with Reviewers.png

    Click Done to set the review.

    PB - Review - Done.png

    Sections in review can be identified by a banner at the top of the corresponding section. When you hover over the reviewers' avatar icons, you will see a summary of the review details.
    PB - Section in review.png

    Note: Assignor can click on the summary to directly access the Section Review drawer.

    Update Review

    Section reviews can be updated/modified until the review is marked as complete. Refer this article to learn more about updating reviews for different review types.

    Click Done to save the changes.

    Cancel Review

    To cancel section review, click the reviewers avatar icon on the corresponding section and select Cancel Review on the Section Review drawer.

    PB- Cancel Review.png

    Click Cancel Review on the confirmation popup.

    PB - Cancel Review Confirmation.png

    Note: Only the assignor can cancel a section review.

    Attempting to build the proposal when section reviews are pending displays a pop-up with the details of the pending reviews. The assignor can choose Cancel Review and proceed with generating the proposal.
    PB - Pending Review Pop-up - Section.png

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

    To assign reviewers for a section, follow the steps below.

    Click [i] Add Reviewer.png on a section to assign reviewers.

    PB - Assign Reviewer.png

    Select from Any, All or Sequential review type on the Section Review drawer. Click here to learn more about the review types.

    PB - Select Review Type.png

    Next, add the reviewers.

    PB - Add Reviewers.png

    Optionally, set the due date.

    PB - Due Date.png

    Choose the date and click Confirm.

    PB - Set Review Due Date.png

    To initiate a discussion with the reviewers, check the Start Discussion about this section checkbox and enter the message in the input box.

    PB - Start Discussion with Reviewers.png

    Click Done to set the review.

    PB - Review - Done.png

    Section in review can be identified by a banner at the top of the corresponding section. When you hover over the reviewers' avatar icons, you will see a summary of the review details.
    PB - Section in review.png

    Note: Assignor can click on the summary to directly access the Section Review drawer.

    Update Review

    Section reviews can be updated/modified until the review is marked as complete. Refer this article to learn more about updating reviews for different review types.

    Click Done to save the changes.

    Cancel Review

    To cancel section review, click the reviewers avatar icon on the corresponding section and select Cancel Review.

    PB- Cancel Review.png

    Click Cancel Review on the confirmation popup.

    PB - Cancel Review Confirmation.png

    Note: Only the assignor can cancel a section review.

    Attempting to build the proposal when section reviews are pending displays a pop-up with the details of the pending reviews. The assignor can choose Cancel Review and proceed with generating the proposal.
    PB - Pending Review Pop-up - Section.png

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