Forum Discussion

brianswilson's avatar
brianswilson
New Contributor
9 months ago

How does a participant indicate they are finished with the current phase?

In the Collaborator documentation, in the section on Review Workflow and Phases, there is a paragraph that reads as follows.

"Once all required participants have indicated that they are finished with the current phase, the review moves to the next phase, which will depend on whether open defects remain in the review."

How does a participant indicate they are finished?  What do they do to indicate they are finished if the review has no changes needed?  Is there something on which they need to click?

  • John_D's avatar
    John_D
    Contributor
    9 months ago

    there are some configuration based things, but in general a user will 'send to complete' if no defects are present, or send to rework if there are defects.

    • brianswilson's avatar
      brianswilson
      New Contributor
      9 months ago

      Thank you for your response John.  The instructions I quoted must be badly worded.  They tell the user to somehow "Indicate" they have completed their task then the review will move to the next phase once all required participants have checked in.  This makes it sound like the action of moving to the next phase is different from indicating the participant is done.

      I'd suggest that this instruction be made a little less vague concerning how to "indicate" completion and when the phase transition occurs.

  • John_D's avatar
    John_D
    Contributor
    9 months ago

    No problem!  The vagueness is probably driven because the configuration of the tool can vary what is required to advance a review (so customer specific).  There are ways that a participant can mark a review, file, or discussion thread as accepted that does not advance the review and can be used to inform other users of individuals progress.  Depending on your specific process and configuration, this type of action can also be used.