Draft Reviews

Create reviews as drafts to ensure that results are as expected, act on rows, and make changes to reviewers before notifying participants.

Overview

Operators can choose to create access reviews in an unpublished, draft state. When a review is in a draft state, it offers an opportunity for the operator to inspect the included rows and adjust default reviewer assignments before commencing the review and notifying reviewers and other stakeholders.

Notes:

• Reviews must be explicitly published. When creating a new review, operators can create the review, which will save the review as a draft, or create and publish the review.

• Reviewers cannot view any unpublished reviews, even when they contain rows assigned to them.

• Operators can act on any results in unpublished reviews, including approving or rejecting, assigning reviewers, and signing off. Webhooks will trigger as normal.

• Publishing the review sends notification emails triggered "On review start."

Create a review as a draft

1. Create an access review: Create a Review.

2. When creating the review, click Create (instead of Create and Publish) to create the review in a draft state.

Draft review actions

Operators can make changes to draft reviews without notifying assignees. To prepare a review, you might:

• Use the Review Details sidebar on the left to configure review-specific email notifications and Orchestration Actions.

• Add row-level reviewers with the Reassign reviewers action.

• Approve or reject rows you can immediately decide on.

• Add notes for other reviewers.

• Sign off on one or more rows using the Sign-Off Selected button at the top right.

Publish a draft review

Review owners can publish drafts directly from the Access Reviews page:

1. Search for the draft review and click Publish.

   

   Publishing a draft access review.

To see active reviews and publish any drafts for a specific configuration:

1. Go to the Configurations page.

2. Use the search bar to find the configuration containing the review, and click to view Configuration Details.

3. In the Active Reviews section, find the draft review. Click Publish.

   

   Viewing and managing reviews for a configuration.