Review 360: Request Review

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
• Update Your Request
• Monitor Status

Request a Review

Publish your content to Review 360, then follow these steps to get started. 

1. Launch the Review 360 item and click the +Review Request button in the Comments sidebar.
2. 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 (use any form of separator—commas, semi-colons, spaces, cells in spreadsheets) and paste it to the Assigned Reviewers field to add them automatically.
3. 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 text
   	Ordered 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

    
4. Set a due date to send 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.
5. Confirm all the details are correct, then click Send Request.

All reviewers will receive an email notification with a personalized URL to launch the Review 360 item. Using this URL, they'll see a Your Review section in the Comments sidebar with an I'm done reviewing button to set their status to Complete. Once completed, a More (•••) icon appears in the upper-right corner. They can click this icon, select Re-open Review, then choose Re-Open when prompted to reset their status.

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 Articulate IDs 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

Select a new date from the due-date dropdown and click Save. All reviewers will receive email notifications of the new due date, but this doesn't change their status.

Add Reviewers

Invite more reviewers to look through your content. Click the More (•••) icon beside the Request Review header and 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 reviewers, hover over their names and click the trash bin icon that appears.

Delete

Delete the current round of review requests to start a new one. Click the More (•••) icon beside the Request Review header and select Delete. Click Yes to confirm. 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.