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Design Approval Process

A walk-through of how to use the design approval process

Thomas Rich avatar
Written by Thomas Rich
Updated over a week ago

Contents of this Article


Setup

The Design Approval Process can vary depending on each user's needs. The amount of steps and details of the process can be defined by an admin user in the Design Review Configuration section of the User Settings. We'll assume our example lab has a two-step review process, a Team Review step, and a PI Review step:

As you can see above, the Team Review step requires 2 users to sign off on the design. After that step is done, a single PI will need to sign off on the design.


Starting a Review

To submit a design for review, locate the "Reviews" option on the sidebar and click on it. Then, a side panel will appear showing the option "Submit for Review".

Clicking on it should bring up a dialog that looks like this:

Once you select the review type, you will be asked to select a number of reviewers from the available list.

After hitting Submit, we should see a few things. For one, the design will now be locked and un-editable. This prevents us from changing the design during or after another user is going over reviewing it.

You can also see above that there is a new comment in the Design Review panel with my note that the "Design is ready for review". We can click the blue dot next to the Team Review text to view the status of the review:


Reviewing a Design

For the design reviewer account, the submission of a new review request will be shown as a new notification:

By clicking on the notification, it will redirect you to the design, where you will see a side panel with options to reply to te request:

There are three possible actions, Reject, Request Change, and Approve. If a reviewer rejects the design, the design approval is effectively stopped unless that decision is reversed.

The submitter can always leave a reply on a Rejection comment asking for additional details.

Requesting Changes

By using the option "Request Changes" the comment will be shown to the submitter, allowing them to fix your requested changes and to reply to the change request as a comment.

This will automatically unlock the design for the submitter to change what was asked:


Adding Reviewers

There may be many reasons why a reviewer is not available to complete a review on time. For these cases, it is possible to add additional reviewers by clicking on the "Plus" icon on the side panel.

To ask an additional reviewer to check a design, you can add a note.

Once the new reviewer has accepted your request, you will get a notification:


Following Review Steps

Once the first review step has been approved by reviewers, a "Start Next Review Stage" button will appear, allowing you to submit your design for the next step.

Now, the process will start again for the new step and reviewer(s). This process can be repeated for as many steps as an admin indicated it on Design Settings.

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