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About the Review Process/Steps Page

The Review Process page lists the users involved in reviewing a document. Similarly, the Review Steps page of a drawing and submittal package lists the users involved in the review process. These pages also provide a comprehensive list of start and finish dates to help you manage the review process and quickly identify any bottlenecks in the routing of the documents.

The Reviewer drop-down list on the drawing and submittal document's page is used to identify the reviewer who is providing feedback on the document. This drop-down list does not appear in drawing or submittal packages.

These pages show 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 package 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 one of the following reasons the review step was added:

  • For Information Only: This option indicates that the review step was only added to provide information to the Reviewing Contact. Steps added for information must still have a Recommendation.
  • For Review: This option indicates that this is a true review step sent for review and Recommendation.
• Original Planned Finish Date:

  The date when the review step is originally scheduled to finish reviewing the package. 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: Select the recommendation for the document. The following recommendations are available:
  • Accepted: The reviewer accepts the document.
  • Accepted as Noted: The reviewer accepts the document, but only as noted in the Review Comments column.
  • Rejected: The reviewer rejects the document.
  • Rejected as Noted: The reviewer rejects the document, with reasons noted in the Review Comments column.
  • See Items: This option is used to indicate that a reviewer does not have an overall recommendation for a package, but refers others to the recommendations for individual documents within a package. This option should only be used on the Review Steps page of a package
  • NA: The reviewer either has no comment about the document or does not feel qualified to provide a response.
• Review Comments: Type any comments about the review step in general, or to clarify the recommendation.
• 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.
• 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 and select the contract that is related to this review process.
• 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 have two or more steps with the same step number (if you want two or more people simultaneously reviewing the package). There may also be gaps in the number if steps were removed.  

The following table summarizes the actions available on these pages. These actions are available only to the managing contact or any other person with equivalent security roles.