Select Design Reviews from the (Project Menu) to access the Design Reviews Log page. All of the items are automatically logged and categorized by Issued, Acknowledged, Pending Comments (In Discussion), Pending Complete, Completed, Archived and Deleted.
How do I create a new Design Review?
1. Select the icon at the upper right of the window.
2. The Add Design Review page will be displayed with several fields for you to fill out.
3. Click the button at the bottom of the page once you have filled out the fields.
4.The Design Review will be displayed with a red DRAFT VERSION header and the information from the fields you completed. It is ready to for proofing and adding attachments; however, it is not formally issued until the button is clicked.
5. Optional: Select the + icon to the right of the Attachments header. An Add Attachment window will be displayed.
- Select the "Click to select files" button to display a dialogue window from which you can navigate from your local desktop to the desired files.
- Select the desired files and then select the Open button.
- The Add Attachment window will display a file upload status bar followed by a list of files successfully attached to the draft.
- Select the Close Window icon (X) in the upper right.
6. The Design Review is still in DRAFT mode, and now lists any attachments added.
7. Optional: Select the + icon to the right of the Email Recipients header. An Add Email Recipients window will be displayed.
- Select the Add Group or Add Contact check boxes next to the Group and/or team members that need to see the item, followed by Save Information.
8. The Design Review is still in DRAFT mode, and now lists any new team members added to the e-mail recipients list.
9. Perform a final review of the Field Order and if anything needs revising you can click the button and make any necessary changes.
10. Once you are ready to distribute, click the button and MasterLibrary will automatically send an e-mail to everyone in the E-mail Recipients list and attach a PDF of the Design Review (and any attachments) to that e-mail.
How do I Acknowledge a Design Review?
1. Click the desired item that has been issued to you from the Design Review Log page or the e-mail you received when it was Issued.
2. Review the information on the screen, including any attachments, and click the button.
How do I initiate discussion on a Design Review?
1. Once it has been Acknowledged it is automatically moved to "Pending Comments" allowing other people to weigh in with their comments.
2. You can then where you can select up to 3 additional project team members to enter comments of their own.
3. All comments are immediately e-mailed out to the other comment users as well as the From and To on the item.
How do I add a comment to a Design Review?
1. Once it has entered a "Pending Comments" status, anyone who was selected as one of the comment users will now see which will allow them to enter their comment.
2. Clicking that button will then show a textbox for the user to enter their Comments.
3. All comments are immediately e-mailed out to the other comment users as well as the From and To on the item.
How do I close the discussion on a Design Review?
1. Any Design Review Admin will have the option to at any point during this comment phase which will block users from posting new comments.
2. Any Design Review Admin will also then have an option to which will open it back up for discussion again.
How do I Complete a Design Review?
1. Once a Design Review is Pending Complete the Design Review Admins will have the option to
2. They will then see a new button which will send an e-mail out to the E-mail Recipients alerting them.
Who can perform what actions at each status?
- Entered By can
- Any Design Review Admin can
or
Pending Comments
- Comment Users can
- Any Design Review Admin can
Pending Complete
- Any Design Review Admin can
or
Completed
- Any Design Review Admin can
or
Archived
- Any Design Review Admin can
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