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About the Review Process Page

The Review Process page is used to define a review process and to record feedback from reviewers. Review process documents where this workflow applies are:

• Forms
• Standard form
• Catalog cards
• RFIs
• Drawing and submittals
• Drawing and submittal packages

The Review Process page provides a comprehensive list of start and finish dates to help you manage the review process and to quickly identify any bottlenecks in the routing of the document.

You can edit the review steps while the document is in the Draft or Submitted states.

The Reviewer drop-down list is used to identify the user who is providing feedback on a document. This list will be blank prior to the document entering the In Review state.

Note: Only roles with Review Process permission may edit and finish all review steps.

This page shows the following information for each review step:

• Actual Finish Date: The date when the reviewer finishes his or her review. Proliance automatically enters this date when a user finishes his or her review of a step.
  
• Actual Review Days:

  The number of calendar days the reviewer actually took to complete the review step. Proliance calculates this number as:

  Actual Finish Date – Actual Start Date

• Actual Start Date: The date when the document was sent to the reviewer. This date defaults to the Actual Finish Date of the previous reviewer; for the first reviewer, the Actual Start Date is the date when the managing contact sets the package to the In Review state.
  
  Note: Proliance considers a review step to be officially "started" when the request is sent—it does not record the date when the reviewer actually starts entering feedback.
• Current Planned Finish Date: The date when the reviewer is currently expected to finish his or her review step. Proliance calculates this date as:

  Current Planned Finish Date = Actual Start Date + Original Planned Review Days

  You can also manually type the Current Planned Finish Date.

• Current Planned Start Date: Proliance enters the Actual Finish Date of the previous step as the Current Planned Start Date for the current step. This date may vary from the Original Planned Start Date, depending on how quickly the previous reviewers completed their steps.
  
  You can also manually type the date when the reviewer is currently expected to start reviewing the package.
• Sent for Reason:

  Select a reason for sending the review step.

• Original Planned Finish Date:

  The date when the review step is originally scheduled to finish reviewing the document. You can either type a date or use the Calculate Backwards button to have Proliance calculate it as follows:

  Original Planned Finish Date = Original Planned Start Date + Original Planned Review Days

• Original Planned Review Days: Type the number of days that the reviewer is expected to take to review and respond to the package. You should enter a value for each step. Only whole days are accepted. This number remains fixed throughout the review process.
  
  Proliance can use this value to calculate the Original Planned Finish Date or the Original Planned Start Date.

Impact of leaving Original Planned Review Days blank

The Original Planned Review Days impacts the Original Planned and Current Planned dates for the review process. The following will happen if you leave the Original Planned Review Days field blank for a step:

• Proliance will not calculate any Original Planned dates for the step.
• Using the Calculate Forward button will delete the Original Planned dates for all steps on the page.
• Using the "Calculate Backward" button will delete the Original Planned dates for all steps on the page.
• Proliance will stop calculating Current Planned Start and Finish dates when it encounters a step with a blank Planned Review Days; it will also delete the Current Planned dates for any subsequent steps.
• Original Planned Start Date:

  The date when the reviewer is originally scheduled to begin reviewing the package. This date remains fixed throughout the review process. You can either type a date or use the Calculate Forwards button to have Proliance calculate it as follows:

  Original Planned Start Date = Original Planned Finish Date - Original Planned Review Days

• Recommendation (RFIs only): The goal of the recommendation is to summarize what the collaborator thinks about the proposed response. The displayed values are user-defined
• Recommendation:

  The goal of the recommendation is to summarize what the collaborator thinks about the proposed response. This column is only available in review process documents.

• Review Comments: Type any comments about the review step in general, or to clarify the recommendation.
• Reviewing Company: Click the Magnifying Glass icon and select the company to which the reviewer belongs. This company must have an Active state.
• Reviewing Contact: Click the Magnifying Glass icon to select the user who is responsible for providing feedback during the review step. You can select a reviewing contact who is not employed by the Reviewing Company. This contact must have an Active state and an account.
  
  A user can only be added to one review step in a document's review process.
• Reviewing Contract: Click the Magnifying Glass icon to select the contract associated with this review step.
• Review Finished: This review step will be finished only after the reviewer has finished reviewing a step. A finished review step is indicated when the red 'X' is replaced by a green checkmark.
• Sent for Reason (RFI only): The purpose of this column is to summarize why collaborators are being sent the RFI and what is expected from them, such as FYI, Please Review, Please Provide Answer, etc. The displayed values are user-defined.
• Stamped Date: The date when the document in this review step is officially stamped by the reviewer.
• Step Number: The number of the review step. This number normally starts at 1 and increments by 1. However, you can also manually type the step number.
  
  You can have two or more steps with the same step number if you want two or more people simultaneously reviewing the package.    

The following table summarizes the actions available on this page. These actions are available only to the managing contact or any other user with the appropriate security roles.