Submitting Items for Review

If a user wants to add an item to a shared library available to every user in the complex area, they can submit the item to a review group. The review group members can approve the submitted item and choose whether it is added to the original author’s personal items library or added to a shared items library. Submitted items undergo multiple stages of review before they are approved.

The item submission process follows the workflow below:

  1. First, an admin user adds users to a review group and assigns them review level permissions that allow them to either submit or review items.
  2. Once review groups are set up, a member with Draft permission creates an item and submits it to a review group they belong to.
  3. A member of the same review group who has permission for the first review level then reviews the item and approves it to enter the next review level.
  4. The item is then reviewed by a user at the final review level. This user can choose whether the item should be added to the original author’s personal library or added to a shared library available to all users in the complex area.
    • If the item is added to the original author’s personal library, only that author can add the item to their tests.
    • If the item is added to the shared library, any users in the same complex area as the review group can add the item to their tests. The item will be added to the shared library after it is processed externally. While the item is processing, it will be unavailable in Checkpoint.

Note: If an item undergoing review requires minor revision, the reviewer can edit it directly. If the item requires major revision, the reviewer can send it back to the original author, who can revise and resubmit it. Resubmitted items will always restart the review process from the first review level.