Review template end user experience

Reviewers never see the Review Builder. When a cycle starts, they get the notification email from the Communication tab and a review card in the Rencore Teams App in Microsoft Teams. This page follows one review from the card to completion.

To see how the review is set up, see Configuration.

Before you begin

• The Rencore Teams App is installed in your tenant. See Install the Rencore Teams App.
• No Rencore Governance role is needed to complete a review assigned to you.

The review card

The Active tab of Reviews lists every review assigned to the reviewer, the ones due soonest first. Each card shows the service icon, the workspace name and type, the other reviewers and the due date. The due date comes from Review duration.

The start page

The reviewer clicks Review on a card. The start page shows the reviewers and due date, the workspace details and the guidelines from the Guidelines tab.

The reviewer clicks Start Review. A progress bar shows the current step.

The review steps

The steps come from Review scope. Changes are kept between steps, and nothing is final until the review is completed.

Owners

The reviewer adds or removes owners. At least one owner always remains.

Members

The reviewer adds or removes members. Guests carry their own icon.

Visitors and site access (SharePoint only)

The reviewer removes visitors, and removes groups and users with site permissions. Filter pills narrow site access to External, Organization-wide or Internal.

File access (Teams and SharePoint)

The reviewer removes sharing links or direct access. Filter pills narrow the list to External, Anonymous, Anyone in the Organization or Internal.

Summary and completion

The Summary page lists every change by step. Remove undoes a change before submitting.

The reviewer clicks Complete. If Require a comment on completion is on, they enter a comment and click Submit. The changes are applied to the workspace.

If the review has automations, the Complete button has a drop-down with further actions, such as archiving the workspace.

Reject or continue later

Where the review allows it, the reviewer clicks Reject Review and enters a reason. They are removed as a reviewer of this workspace.

A review stopped midway stays on the Active tab. The reviewer clicks View Details and then Continue Review.