Review Styles

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Review Styles

How we view different styles of review

Below are some guidelines for how to structure different types of reviews as well as some settings to consider.

Quick & Easy – Generally, these are the types of reviews done when not a lot of formality is required. The review process typically includes:

•	Very few participants. Minimally, one Author and at least one Reviewer;

•	Limited number of custom fields;

•	Participants not required to ‘Mark Read’ all comments;

•	No Moderators (special persons who lead and control the review).

Formal Inspection – Formal inspections require specific processes to be followed. Often this is driven by regulations or the need for an audit trail. Formal Inspections typically include:

•	Moderators (special persons who lead and control the review);

•	Multiple review participants including Reviewers and Observers (subject matter experts);

•	Custom fields for capturing additional details;

•	Requirements for Moderators and Authors to ‘Mark Read’ all comments.

Document Review – Reviewing documents can be as informal or formal as is needed. Most often, the type of document is what drives the formality of the review. Here are some key Collaborator functionality items to consider:

•	Should all Reviewers be required to participate or not;

•	Remember, that the file name must not change. Do not append anything like _v2 to the next revision of the file;

•	Create a unique template that contains Roles, Custom Fields and Automatic links that are important for document review;

•	Learn how to use the zoom, scroll and lock options.

Safety Critical – This if the most formal of all the review processes. Basically, build a template based on the Formal Inspection template.

•	Additional custom fields could be required for capturing data;

•	Enable Electronic signatures for final signoff;

•	Require that all participants ‘Mark Read’ all comments;

•	Enable Checklists so that nothing is overlooked;

•	Archive the review using ‘Save to ZIP’.