Review template configuration

Every review template is set up in the Review Builder. The builder has three stages: the trigger, the review settings and the details. This page walks through each stage and shows where the values on a review template page are set.

To see what reviewers see in Microsoft Teams, see End user experience.

Before you begin

• Your Rencore role includes the Create Review permission. Owner, Admin and Contributor have it. See Rencore roles.
• Reviews are part of the Premium and Enterprise Plans.
• Reviewers complete their reviews in the Rencore Teams App.

Where the template values are set

Template value	Builder stage	Field
Scope	Trigger	Reviewed Object and filters
Start	Trigger	Manual or Schedule
Reviewers	Review settings	Reviewer assignment
Due after	Review settings	Review duration
Comment needed to approve	Review settings	Require a comment on completion
Reminders	Review settings	Communication tab

Open the review builder

Go to Review > Add Review.

Stage 1: Trigger

The trigger sets when a review runs and what it covers.

• Manual: you start each cycle yourself from the dashboard.
• Schedule: cycles start on a recurring schedule. Set the Frequency, Day selection and Start date. A summary line shows the result.

• Reviewed Object: Teams (together with the connected SharePoint site), SharePoint sites, Microsoft 365 groups or Viva Engage communities. This matches the four review templates.
• + Add Filter: narrows the scope. Without filters, every workspace of the selected type is included.

Click Next.

Stage 2: Review settings

This stage has four tabs: Review Settings, Communication, Guidelines and Automations.

Review settings

• Reviewer assignment: Owners (the workspace owners, the default) or Specified users (internal users you search for).
• Require a comment on completion: reviewers must enter a comment when they complete the review.
• Review duration: 1 to 30 days. For scheduled reviews, the trigger frequency limits it so cycles do not overlap.
• Review scope: the steps reviewers see. Turn on at least one of Owners, Members, Visitors, Site Access and File Access. Site Access and File Access have sub-toggles for the kinds of access they include.

Communication

• Email template, Subject and Details: the email reviewers get when a cycle starts. The details support placeholders such as {{reviewers.names}}.

Guidelines

• The instructions reviewers see in the Rencore Teams App before they start. If the field is empty, reviewers see no guidelines.

Automations

• What happens automatically during and after the review, such as on rejection or expiry. See Review automations.

Click Next.

Stage 3: Details

• Title: required, at most 50 characters.
• Description: optional, at most 250 characters.
• Category: required, groups your reviews.

Click Save, then save the review as a draft or save it and turn it on. Turning a review on can send emails to reviewers right away, so check the communication settings first. For a manual review, a cycle starts immediately.