Stage Review

To review or not review, that is the question 🎭 (but no, please review)

Stage Review is a specific stage within the workflow where you can let a pool of defined users known as Stage Reviewers to evaluate a business case against a set criteria and they can give a verdict.

Stage Review is only available to Stage Reviewers, Owners and Admins. 

How to complete a stage review

Steps:

  1. Select more_horiz_24dp_FILL0_wght400_GRAD0_opsz24 actions menu.
  2. Click Stage Review.
  3. Review the stage and check each task that has been completed.
  4. (Optional) Leave a comment.
  5. When all tasks are completed you can submit your review by clicking Approve or Reject.

 

View Stage Review Insights

Process Managers, Owners and Admins functionality.

Steps:

  1. Select more_horiz_24dp_FILL0_wght400_GRAD0_opsz24 actions menu.
  2. Click Stage Review.
  3. (Optional) If you are assigned as a Stage Reviewer click View as Manager/View as Owner.
  4. Insights on the following statistics are available:
    1. Count of reviews complete to required number of reviews to proceed to next stage.
    2. Count of approvals to required number of approvals to proceed to next stage.
    3. Live details of reviewers progress;
      1. Count of checklist items complete.
      2. Verdict. If reviewer Approved or Rejected.
      3. Comments submitted.