How to define review pages and edit rights

Review owners are able to:

  1. Show/hide selected review pages: Reviews are initially created with a default format defined by Super Admin and typically some pages are defined as ‘always shown’ whilst for other other pages the review owner can choose to hide if they with to simplify the initiative menu layout on the left of the page (and those components are not being used e.g., comments, issues, risks, KPIs).
  2. Add review editors: Adding additional users with review edit rights can be useful when the review owner is on leave and avoids the review owner becoming a ‘single point of dependency’ at critical times

1. Show/hide review component pages

Review owners can define which review component pages are in use:

  1. Select ‘Settings’ menu option for the selected review
  2. Choose which optional review pages to show/hide

 

Define review pages steps

Typical review ‘must have’ pages include

  • Actions: All short term actions associated with the review. Actions track short duration ‘tactical’ activities (usually 1-7 days maximum) that come up each week
  • Files: Uploaded documents and images associated with the review – used for reference
  • Participants: List of all review participants including review editors, active participants and users with access only
  • Dashboards: Relevant charts and initiative lists available for review participants to easily see change org improvement progress
  • Settings: Allows the initiative owner to both add additional initiative editors and gate approvers. Additionally, allows the initiative owner to show/hide optional initiative pages

Optional pages:

  • Comments: Feedback on the initiative. The initiative owner can choose to open or close off the initiative to comment if wanted
  • Issues: Issues associated with initiative implementation
  • Risks: Potential risks and mitigations
  • KPIs: KPIs tracking team performance. These KPIs can also include potential adverse/risk KPIs if needed in addition to expected benefit KPIs

 

2. Add review editors

 

To add a review editor:

  1. Select the ‘People’ menu option for the selected review
  2. Select ‘Create Reviewer’ button
  3. Complete ‘Create Reviewer’ form and assign ‘Editor’ rights to the user
Add review participant steps

The user will now have full edit rights of the review (including being able to edit and delete updates).

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