Project Reviews

Project Reviews enable content to be shared with other authors, Subject Matter Experts (SMEs) and others. They can be shared one to one or to a group so that each person can see comments and edits made by others.

 This release does not have full functionality and has been included just so that you can get some idea of how it will work. It is functional enough to undertake a simple review or to try it out. Updates will add much more functionality and address the known issues.

Creating a Review

Click the Review Tab and then click the + icon to start a new review.

Enter a name for your review.

When you click Done, you will see a list of all the topics in your project along with various filters and options for the columns displayed.

The Filters

In the initial release of 2020 you will not be able to filter by TOC. The dropdown will show all the TOCs in one line. That option will be added in Update 1.

The Columns

Selecting Topics for Review

You can either select all the topics by selecting the top check box or select just those you want. After the review has been sent to the reviewers you cannot add new topics to it. Create a new review for additional topics.

 Initially you will need to look at reviewers comments and make the changes manually. If you make changes between submtting the topic for review and editing based on the review, you will need to allow for the differences 
Updates will add the ability to accept a reviewers changes and apply them automatically. How to handle that scenario will be covered when the functionality is added.

Send for Review

Once you have selected the topics to be reviewed, you click the Share button to access this dialog.

Access Settings

Invite Only limits the review to those you select in Members. Members will automatically be sent an invitation.

You can also send the link to members.

Anyone who has the link but is not in the list will not be able to access the review.

The address used must be an Adobe ID, an Enterprise login or a Google / Facebook / Apple login.

If you send the review to an address that does not meet that criteria, the reviewer can:-

  • Register the address using one of the options.
  • Advise you of a qualifying address so that you can invite them using that address.

If they attempt to log in with any other address, they will not be able to access the review.

Public allows anyone with the link shown at the bottom of the dialog to access the review. There is an option to require a password.

Members

Click the + icon to add reviewers.

Click Invite to return to the previous screen where you will see who is part of the review process.

When you have completed the invitations, click X in the dialog shown in the screenshot on the left.

 

The Review

Invitation Only

The reviewers will each get an email by virtue of you having added their name to the list of Members or because you have emailed them with the link. As above, they must use the email address to which you sent the invitation and it must meet the criteria.

Public Review

Anyone with the link can review but they will have to use one of the options below.

Opening the Review

When the reviewer(s) follow the link, they will be required to log in using a verified ID as below.

After logging in they will see a list of all the topics and when they double click on one, it will be displayed in the same way that you see in the authoring area when working on the source topics.

On the right they will see the editing tools.

  1. The Pin icon allows the reviewer to place a pin and add a comment. Initially the pin will just have an outline but when the reviewer clicks Submit, it will be more obvious.

  2. By clicking the pencil icon the reviewer can drag across some text to highlight it.

  3. Click the icon and then select some text to apply strikethrough. The reviewer has to add some text explaining why they have applied strike-through to enable the Submit button.
  4. By clicking this icon the reviewer can then double click between two words where the text is to be added. They then enter the new text in the dialog that will be displayed.

  5. This icon allows the reviewer to draw a free format shape.

Each edit is uploaded to the server. If the review makes an incorrect edit, they can simply make a further edit to correct their submission. The reviewer will get an email to notify them.

Actioning the Review Comments and Edits

When a reviewer submits their response the author will receive an email advising them of the changes. The Review should then be accessed.

The Active option will be selected. Click the twisty for the review you want to work on and the topics will be listed below.

When you click a topic it will open in the center panel showing all the submissions to date on the right.

In the initial release, the Resolve and Delete options will not be enabled. You will need to switch from Review mode to Author mode and make the changes manually.

Completed Reviews

When all the reviewers have submitted their feedback or any deadline has passed and you have made all the changes, use the menu for that review to mark it completed.

The review will then show in the Completed section.