Overview
You can manually assign reviewers to existing sections.
Select the applicable tab for your edition of Responsive.
-
Assigning reviewers from the Reviewers column
-
Click the Add icon
in the Reviewers column for that section.
-
Select a review process:
- Select Any if any one of the reviewers can complete the review.
- Select All if all of the reviewers must complete it.
- Select Sequential if all reviewers must complete the review in a specified order. You can click and drag the handle of a reviewer to change their order.
- Select a due date, and reviewers, then click Add.
Assigning reviewers from the Manage Users pane
-
From the Sections list, click the More Options
menu
and select Manage Users.
- The Manage Users pane appears, defaulting to the Authors tab. Click the Reviewers tab.
-
Select a review process:
- Select Any if any one of the reviewers can complete the review.
- Select All if all of the reviewers must complete it.
- Select Sequential if all reviewers must complete the review in a specified order. You can click and drag the handle of a reviewer to change their order.
-
Click Add reviewers.
Note: If some reviewers are already assigned, click to add reviewers.
-
You can click the Help me choose reviewers
link to search and add authors.
- The Select Reviewers screen will be displayed with information about the reviewers' roles and current workload.
-
You can search for users from the Search Users
text
box. To add users, select the checkbox associated
with them and then click Select.
Note: Existing reviewers can be removed and sections can be reassigned to other team members. - Click Assign and send notification to assign reviewers and send an instant notification. Click Assign and queue notification to assign reviewers and queue a notification. You can send the queued notification later.
- You can click the Remove icon to remove an existing author.
-
You can type % to see a list of available authors.
-
You can click the Help me choose reviewers
link to search and add authors.
- Set the due date, time and time zone.
- (Optional) Enter a message for the reviewer. Turn on the Track as section comments toggle to include the message in the section comments.
- When you enter an author, the Queue and Notify Later toggle turns on automatically. Turn off the toggle if you want to immediately notify the owners.
- Click Save.
See the video below for a quick walkthrough of the process. Click the dot to see each step.
-
Click the Add icon
in the Reviewers column for that section.
-
Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.
Assigning reviewers from the Reviewers column
-
Click the Add icon
in the Reviewers column for that section.
-
Select a review process:
- Select Any if any one of the reviewers can complete the review.
- Select All if all of the reviewers must complete it.
- Select Sequential if all reviewers must complete the review in a specified order. You can click and drag the handle of a reviewer to change their order.
- Select a due date, and reviewers, then click Add.
Assigning reviewers from the Manage Users pane
-
From the Sections list, click the More Options
menu
and select Manage Users.
- The Manage Users pane appears, defaulting to the Authors tab. Click the Reviewers tab.
-
Select a review process:
- Select Any if any one of the reviewers can complete the review.
- Select All if all of the reviewers must complete it.
- Select Sequential if all reviewers must complete the review in a specified order. You can click and drag the handle of a reviewer to change their order.
-
Click Add reviewers.
Note: If some reviewers are already assigned, click to add reviewers.
-
You can click the Help me choose reviewers
link to search and add authors.
- The Select Reviewers screen will be displayed with information about the reviewers' roles and current workload.
-
You can search for users from the Search Users
text
box. To add users, select the checkbox associated
with them and then click Select.
Note: Existing reviewers can be removed and sections can be reassigned to other team members. - Click Assign and send notification to assign reviewers and send an instant notification. Click Assign and queue notification to assign reviewers and queue a notification. You can send the queued notification later.
- You can click the Remove icon to remove an existing author.
-
You can type % to see a list of available authors.
-
You can click the Help me choose reviewers
link to search and add authors.
- Set the due date, time and time zone.
- (Optional) Enter a message for the reviewer. Turn on the Track as section comments toggle to include the message in the section comments.
- When you enter an author, the Queue and Notify Later toggle turns on automatically. Turn off the toggle if you want to immediately notify the owners.
- Click Save.
See the video below for a quick walkthrough of the process. Click the dot to see each step.
-
Click the Add icon
in the Reviewers column for that section.