Creating and managing reviews to forms creating-and-managing-reviews-to-forms

Navigate to the forms browser and select a form to review.

If the Form does not have a review in progress, a Start Review icon appears in the Action bar. Click the Start Review icon.

Enter the following information:

• Title: Mandatory, can contain alphanumeric characters, hyphen, and underscore.
• Description: Optional, description of the purpose / content for review.
• Deadline: Optional, the date on which the review ends. When past the deadline the task appears as ‘Overdue’.
• Reviewer Name: A minimum of one is mandatory. Use the combo-box to add reviewers, typing a name list of all matching names; select a name and click Add. On the next section of the Reviewers tab shows the names of all the reviewers.

Click the Start to start a review.

A new review task is created and assigned to the selected reviewer.

All reviewers are assigned a review task. The task appears in their Notifications section. A reviewer can click a notification, or go to the Inbox to view the task. A reviewer can click to open the review task, to view the form, and start adding comments.

Reviewer Notification Alert

The comment box is available to the reviewers of the form. Others can read the comments but not add their own.

Navigate to the forms tab and select a form.

If a form has a review in progress and you are the initiator of the review, a Manage Review icon appears in the action bar. Only the review initiator can manage (Update/End) the review.

Click the Manage Review icon.

For users other than initiator the Manage Review icon is disabled.

Now you get a screen that displays information:

• Review name: Cannot be edited.

• Review description: Available for editing.

• Review deadline: Available for editing. One can modify the deadline to any date and time beyond the current date and time.

• Reviewers: Available for editing. You can add or remove reviewers. If a task is overdue, you can add reviewers only after extending the deadline beyond the current date.

To end the review, click End.

If the review description is modified, the corresponding task of reviewers and the initiator is updated.

If the review deadline is modified, the corresponding task for the reviewers is updated with the new date.

If a reviewer is removed:

Removing a reviewer

1. If incomplete, the assigned task is terminated.
2. The reviewer can no longer comment on the form.

If a reviewer is added:

Adding a reviewer

1. A review task is created and assigned to the newly added reviewer.
2. The newly added reviewer can add comments about the form.

When a review ends:

1. Reviewers: For each reviewer, the incomplete task related to the review is terminated. The task no longer appears as ‘Pending’ in the reviewer’s Notifications section.
2. Initiator: The task assigned to the Review initiator is marked complete. The task is removed from the Notification section of the review initiator.
3. All: The review appears in the Previous Reviews section. No further comments can be added.