Perform a communication review

Reviewers can contribute their feedback to a review as notes and attachments. Depending on how the review has been set up, they may also be able to edit the documents attached to the communication under review.

Reviewers can also complete the review, depending on how many required reviewers have been assigned:

• If there are no required reviewers, any reviewer can complete the review by selecting a decision.

• If there is one required reviewer, only they can complete the review by selecting a decision. All non-required reviewers can select a decision but this is used for guidance only.

• If there are more than one required reviewers, they must all complete the review by selecting a decision. The overall decision is the one selected by the final reviewer.

You can check the Reviewers tab for the review to check if you are a required reviewer.

Once you have completed the review for yourself, you cannot add further notes and attachments.

Note Users with the following contract roles can also add feedback to reviews, even if they were not explicitly added as reviewers: Contract Owner, Contract Administrator, Contract Process Owner, Company Representative.

Add notes and attachments to a communication review

1. Access the Review tab for the review (see Access communication reviews as a reviewer).

   You can expand the Review Details section by clicking the arrow on the heading, to see information about the review. The Review Guidelines section shows instructions for contributing to the review.

2. Contribute to the review by doing at least one of the following:

   • Enter a note about the review in the Add Review Note field.

     Note This is a Rich Text field; use the buttons on the field toolbar to add formatting to the text.

   • Add an attachment to the review.

3. Click Update.

   Your notes and attachments are displayed beneath. You can edit these and add more review notes and attachments if desired before completing your review.

Edit review notes

You can edit your own review notes at any time.

To edit a note:

4. In the Review Notes and Attachments section of the Review tab, click the Edit icon for the note you want to update.

   The Edit Note window is displayed.

5. Make any changes to the note and click Save.

   The note is updated in the Review Notes and Attachments section.

Edit review attachments

You can edit the content and details of your own review attachments at any time.

To edit an attachment:

6. Click the name of a document in the Review Notes and Attachments section to view it or edit it online, or click the icon to open the Attachment Details window, from which you can view its details, and download and edit the document.

   Note When you open the Attachment Details window or edit the document online, version tracking is automatically enabled for the document. See Version tracking.

See Edit a communication attachment for details of editing the document offline or online.

Different icons are displayed for attachments on the Communication tab and the Attachment Details window to indicate the document's properties:

- The document is Confidential; in other words, only users with Confidential access can see it. The member of the responsible party has Confidential access if one of the following is true:

• They have a contract role with Confidential access for the contract.

• The Assign Confidentiality Permission to Reviewers option is selected for the review.

- The document is either reserved for editing offline or is being edited online.

Complete your review

If you are not a required reviewer (check the Reviewers tab), the impact of the review decision you selected when completing review depends on whether there are other required reviewers:

• If there are no required reviewers, your decision will complete the review for everyone and no other reviewers will be able to add notes and attachments, or select a review decision.

• If there are required reviewers, your decision is for guidance only. Other reviewers can still add notes and attachments, and the required reviewers can complete the review.

If you are the only required reviewer, your decision will complete the review for everyone and no other reviewers will be able to add notes and attachments, or select a review decision.

If you are one of multiple required reviewers, your decision will complete the review for everyone only if you are the final reviewer to select your review decision. Whatever decision you select becomes the overall decision for the review.

To complete a review:

7. On the Review page, select Complete Review.

8. Select your review decision. The decision which allows any workflow to automatically continue is the first decision in the list.

9. A confirmation message is displaying, reminding you to ensure you have added any notes and attachments. Select Yes to complete your review.

10. If your decision completes the review for everyone, the status of the review displays Completed. Otherwise, you are still able to select a different review decision.

    Your review decision is shown on the Reviewers tab.