Applies to Collaborator 11.4, last modified on November 16, 2018

When someone invites you to a review, you receive an email notification. To take part in this review you need to open Collaborator Web Client.

1. Log In to Web Client

Start your favorite web browser and navigate to Collaborator Web Client URL. If asked, enter your user name and password in the login screen.

In the Action items list on the Home screen, you will see a new incoming review.

Action Items list on Home screen

2. Open Review Screen

Click the review in the Action items list to open it in the Review Screen where you can see the details about this review.

Review Screen

Notice that you are the active participant of this review and the review is in the Inspection phase.

3. Inspect Review Materials

Scroll to the Review Materials section (or click Materials in the toolbar) and click the uploaded file (or the first of several uploaded files). The Diff Viewer will open.

Diff Viewer displays the contents of the chosen file and allows to add your comments and defects on this file. The Viewer appearance changes a little depending on a type of the current file.

If a version history is available for the file (for example, when it was added from a source control system or when it was reworked by the author), the Diff Viewer shows the current and previous versions of the file and highlights the differences between them.

Diff Viewer

4. Add Your Comments, Search and Verify Defects

While reviewing, you most likely find some issues with the materials or would like to ask or tell something to the author. For this purpose you can add comments and defects.

If you are reviewing a file that has already been reworked, then you will need to verify whether the defects have been fixed.

  • To add a comment, click on the line (in source code and text files), cell (in spreadsheets) or area (in documents and images) you want to comment on, type your comment and click Add. Comments are threaded into a conversation that stays tied to a specific line, cell or area.

    Adding a comment to the review
  • To add a defect, click on the line, cell or area to which you want to attribute the defect, enter issue description and click Add as defect. In the ensuing pane, specify defect severity level and type and click Add defect.

    Adding a defect to the review
    Specifying severity and type of the defect
  • To mark a previously found defect as fixed, scroll to the defect, expand its log and select Mark fixed.

    Marking a defect as fixed

Besides creating comments and defects that relate to a specific line or area, you can also create comments and defects that relate to entire files (in the Overall section of Diff Viewer) as well as comments and defects that relate to the whole review (in the Chat section of the Review Screen). See Review Chats for more information on making conversation during reviews.

When you have examined the current file, you can proceed to another file that was uploaded to the review (if any). To view the next or previous files, you may use the File navigation buttons on the Diff Viewer toolbar:

Diff Viewer toolbar

Having inspected all the files that were uploaded to the review, return back to the Review Screen.

To return back to Review Screen, click a button with review number (Review #2 in image above) on the Diff Viewer toolbar.

5. Finish Inspection

In Review Screen header you can find several review action buttons: Wait, Send to rework, (or Send to completed) and so on.

  • To signal other participants that you have temporarily stepped out from the review but plan to return, select Wait.

    In the ensuing list select when Collaborator should re-invite you to the review.

    Wait Options
    Wait Options
  • To indicate that you have found some defects that need to be fixed, select Send to Rework. This will change the review phase to Rework and return it back to author so that he can fix the found defects.

  • To indicate that you approve the changes in the uploaded materials, select Send to Completed. When all participants approve the review it will be closed.

    A review cannot be closed until all its defects are resolved: either marked as fixed, deleted, or tracked externally.

Where to Go Next

To learn how about correcting the found defects as an author, see Rework Defects.

See Also

Working With Collaborator

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