Review 360: Request Review
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This article applies to:
Getting stakeholder approval just got easier! Keep your team on track without the hassle of spreadsheets or phone calls. Send and track requests for specific stakeholders to review a content item right from Review 360. With email notifications, due dates, visible statuses, and completion buttons, you'll never miss another deadline.
Request a Review
Publish your content to Review 360, then follow these steps to get started.
- Launch the Review 360 item and click the Review Request button on the top right.
- Type in the reviewer's email address and select it from the drop-down list. Add more reviewers as needed. Or copy a list of reviewer email addresses formatted with any kind of separator—commas, semi-colons, spaces, cells in spreadsheets—and paste it to the Assigned Reviewers field to add them automatically.
- Enter a custom message for your reviewers if you like. For example, if your content is password-protected, include the password in your message.
Make messages easier to read using the formatting options on the toolbar on top. Or, use the keyboard shortcuts below.Icon
Function
Keys Windows / macOS
Bold
Ctrl+B / Cmd+B
Italic
Ctrl+I / Cmd+I
Strikethrough
Ctrl+Shift+X / Cmd+Shift+X
Hyperlink
Ctrl+C / Cmd+C to copy the URL
Ctrl+V / Cmd+V to hyperlink the selected textOrdered list
Ctrl+Shift+8 / Cmd+Shift+8
Bullet list
Ctrl+Shift+7 / Cmd+Shift+7
Clear all formatting
N/A
Add a line break
Shift+Enter or
Control+Enter / Cmd+Enter - Set a due date for sending email reminders to reviewers if they haven't completed their review. Reminders are sent the day before, on the due date, and the day after.
- Confirm all the details are correct, then click Send Request.
The text on the request review button reflects the status of the request, which could be either of the following:
Button Text |
Description |
Request Review |
You haven’t assigned any reviewers. |
In Review |
You have assigned reviewers who haven’t completed the review. |
Review Assigned to You |
Assigned reviewers see this text when they use their personalized URL or are signed in with their Articulate ID. More details in below. |
Review Complete |
All assigned reviewers have completed their review. |
All reviewers will receive an email notification with a personalized URL to launch the Review 360 item. Using this URL, they'll see a Review Assigned to You button on the top right. When they click the button, they’ll see details of the request, including the due date, a list of reviewers, and a Finish Review button to set their status to Review Complete. A Re-Open Review link appears at the bottom right once they’ve completed their review. If they need to reset their status, they can click the link and choose Re-Open when prompted.
Tips:
- If your reviewers are new to Review 360, point them to this user guide for stakeholders or share this quick-start guide document (PDF) in your custom message.
- All seatholders can create or edit a request for any Review 360 item within the subscription. Only the person who made the request will be notified when reviewers set their status to complete.
- If a reviewer has an Articulate ID account, they must sign in with their password before posting a comment.
- Anyone viewing the Review 360 item via the share link can see the Request Review details. Assigned reviewers with Articulate IDs will also see the Your Request section using the public link when signed in.
- Select Allow users without Articulate IDs to comment if you want assigned reviewers without Articulate IDs to post comments.
- If your Review 360 item's share link is private, reviewers must have an Articulate ID to view it. If they don't have one, ask them to create a free account using the same email address.
Update Your Request
Modify your request after sending it.
Change the Due Date
Click the In Review button, select a new date from the due-date dropdown, and click Save. All reviewers will receive email notifications of the new due date. Their status doesn't change.
Add Reviewers
Invite more reviewers to look through your content. Click the In Review button and then the More (•••) icon beside the Request Review header. Select Add Reviewers. Type in their email address and select it from the drop-down list. Click Update Reviewers when you're done.
Note: To remove a reviewer, click the X beside their name and select Remove.
Delete
Delete the current round of review requests to start a new one. Click the In Review button and then the More (•••) icon beside the Request Review header. Select Delete Request, and click Yes to confirm. Note that you can't undo this action.
Monitor Status
Refer to this table for more details about your reviewers' progress.
Status |
Description |
Email Sent |
The reviewer hasn't viewed the Review 360 item. |
Item Viewed |
The reviewer launched the Review 360 item or reopened their review. |
Commented |
The reviewer posted their first comment. |
Completed |
The reviewer marked the request as complete. |