About the Review Phase Process

The review phase enables report stakeholders to review and provide feedback on the content in the report package. Reviewers provide commentary on their assigned areas of the report package. This could be the entire report package or a subset consisting of sections or specific doclets. Reviewers provide their feedback by using the review center on the web or in Oracle Smart View for Office to enter, review, and respond to comments.

The review phase process:

1. The report package owner creates the review instance and then starts the review cycle in the Narrative Reporting web interface.
2. Notification messages are sent to reviewers to begin their work.
3. Reviewers view a document called a review instance in either the web interface or in Smart View. A review instance includes only the reviewer's assigned content.

   Note:

   Review instances do not include supplemental doclets of any file type.

   Though reviewers see only their assigned content, all comments are made and retained against the single review instance.

4. Reviewers highlight content and post comments, in plain text or in rich text format, which can include links and attachments.
5. Reviewers collaborate by adding to other comments in comment threads. If the review is iterative, reviewers are notified to begin their work at the start of each iteration.
6. Reviewers mark their reviews complete, indicating to the report package owner that they are finished with their review. If the reviewer wants to add additional comments after marking the review complete, the reviewer can "Reopen for comments", indicating to the report package owner that they are not done with their review.

   A report package may have multiple review cycles defined for it. All review cycles follow the same process.

Example 3-1 Collaborative Review Process

As reviewers, you collaborate by viewing and adding to other reviewers’ comments, creating comment threads. For example, a previous reviewer may have asked a question that you know the answer to. You can add to their comment to provide the answer.

Example 3-2 Iterative Review Process

Reviews can be iterative, which means that a report package owner can schedule multiple review cycles depending on the type of review required. For example, for a multiple draft review process, the review process may include:

• Multiple review cycles; with three drafts

• Review assignments that vary by draft; for example:

  • First draft for manager level

  • Second draft for executive level

  • Third draft for CEOs, CFOs, and so on

• Review assignments that vary by area where you can assign users to review:

  • Entire report

  • Sections

  • Doclets

Key points to remember about the iterative review process:

• A new review instance incorporates content modifications.

• Comments persist across review cycles, so reviewers can see previous comments and how they were addressed.

• The review phase is complete when all review cycles are closed.