Reviews include:
- Review updates: content defining current progress e.g., highlights, lowlights, issues, priorities and escalations. The content template of a review update is defined by the organization’s Super Admin and can be multiple pages
- Actions: on-going actions captured during each progress review update
- Files: any files required to support the progress review e.g., status updates, analysis, reports
- KPIs: KPIs used to track overall team progress
- Risks: Risks that the change org have identified as potential issues (but not yet eventuated)
- Issues: On-going issues that the change org is managing
- Comments: Comments page available to all active review participants
- Participants: List of participants including review editors, active participants and users with access only
- Dashboards: List of dashboards for use in the progress review updates
- Settings: Available to review owners/editors and defines which pages are visible to review participants
Review owners have complete control over the content of review pages including which review components are available. Review owners can use the ‘Settings’ page to show/hide selective pages from reviews e.g., if ‘Comments’ page is not being used.
Review owners also have complete control over review participants. A participant is unable to see the review until the review owner has granted them ‘participant’ access which is done in the ‘Participants’ page. Additionally, review owners can grant other users full edit rights to share the admin if needed; this is also done in the ‘Participants’ page.
Note: Review owners need ‘Lead’ Authority level (granted by SuperAdmin).
