Applies to Collaborator 11.5, last modified on April 17, 2019

About

As you integrate reviewing into your work process, you may need to create slightly different reviews for different document types or different projects. For example, depending on the document type reviews may require different type-specific fields, and depending on projects they may need slightly different participant roles.

To adjust a review to the form you need, you use review templates. A review template is a configuration of user-defined fields, roles, and other settings that you can quickly apply to a review. You can do this when you are creating a review or editing it:

Applying a review template

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Applying a template to a review may clear custom fields and the list of participants of this review. Existing values of custom fields will be retained upon changing review template if the custom field exists in both templates. Existing review participants will be retained upon changing review template if they are allowed to use new template.

Template Components

Each review template includes the following settings:

Custom fields

One or multiple custom fields to be added to a review. You can see these custom fields at the beginning of the review, right after the general settings:

See example

For information on creating custom fields and on their parameters, see Custom Fields.

Checklists

A checklist is a list with check boxes for its items. You can see it as a list of actions to do or conditions to check for a review. You can use different checklists for different document types. You can see the check lists on the review screen.

See example

For information on creating and configuring check lists, see Checklists.

Roles

A configuration of participant roles that Collaborator will use in a review. You can use them to change role permissions and names.

See example

For information on creating and configuring roles, see Roles.

Automatic links

Review fields may contain links to external resources like website pages or links to items of a remote bug tracking system.

The Automatic links group of settings let you specify rules that Collaborator will use to replace text in multiline or single line fields with links to remote resources.

See example

For information on creating and configuring automatic links, see Automatic Links.

Create and Edit Template

You create and edit review templates in the Admin > Review Templates section of Collaborator settings:

Create a review template

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To create and edit review templates, you need administrator permissions in Collaborator.

Create template

  1. Log in to Collaborator as administrator.

  2. Select ADMIN on the main toolbar. Then choose Review Templates on the left.

  3. On the Enabled Review Templates tab, click New Template and specify the review parameters:

    Create a review template

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  4. Click Save anywhere on the page to save the changes.

Edit template

  • Log in to Collaborator as administrator.

  • Go to ADMIN > Review Templates.

  • Find the review in the list and click Edit:

    Edit a review template

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  • Configure review parameters and click any Save button to apply the changes.

Collaborator will not apply changes to existing reviews immediately. Instead, it will mark the template as disabled signaling that you need to re-apply the template:

Disable templates on the review screen

To re-apply a template, simply select it again from the Template drop-down list.

Disable or delete template

Review templates cannot be deleted. If you don’t need a template any more, you can disable it. This will hide that template from the Template drop-down box on the Review screen:

Disable templates on the review screen

To disable a review:

  1. Log in to Collaborator as administrator.

  2. Go to ADMIN > Review Templates.

  3. On the Enabled Review Templates tab, find the desired template and click Disable:

    Disable a review template

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Collaborator will not update reviews that use the disabled template immediately. Instead, it will mark the template as disabled on the review screen, so that you know you need to apply another template:

Disable templates on the review screen

Enable template

  1. Log in to Collaborator as administrator.

  2. Go to ADMIN > Review Templates.

  3. On the Disabled Review Templates tab, find the desired template and click Enable:

    Enable a review template

    Click the image to enlarge it.

See Also

Review Templates

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