This topic covers the process for reviewing and providing feedback to the authors on a notebook. Iteration of review and comment cycles will continue until all reviewers are satisfied with the contents of the notebook.

Review Notebook

When you are assigned as a reviewer for a notebook, you will receive a notification and see the notebook marked as Needs Review on the Notebook List.

Click the notebook card (or name on the grid) to open it. You'll see the notebook contents, including details, entries, references, etc. When ready to begin, click Start Review.

In review mode, you can check the contents of the notebook, adding Comments to specific entries if you like, viewing attachments, checking the linked references, etc. There are three actions available:

  • Close and go home: Conclude this session of review without making any decision. This notebook will remain the same status awaiting your review.
  • Suggest changes and return: Click to "reject" this notebook, returning it to the submitters with suggestions of changes.
  • Go to signature: Click to "approve" this notebook and proceed to the signature page.

Manage Reviewers

Anyone assigned the Editor role or above can be a reviewer of a notebook.

As the reviewer of a notebook, you also have the ability to add other reviewers, or remove yourself from the reviewer list if multiple reviewers are assigned. Open the notebook and click Manage reviewers.

Add reviewers by selecting them from the dropdown. Remove a reviewer by clicking the 'X' (at least one reviewer is required). Click Update Reviewers when finished.

Suggest Changes and Return (Reject this Version)

While in review mode, if you are not ready to approve the notebook, click Suggest changes and return. Provide comments and requests for changes in the popup, then click Yes, return notebook.

The authors will be notified of your request for changes. Your review comments will be shown in a new Review details panel at the top of the notebook.

This phase of your review is now complete. The notebook will be in a "returned for changes" state, and co-authors will be expected to address your comments before resubmitting for review.

Authors Respond to Feedback

When a notebook is returned for changes, the author(s) will see the Review details and be able to Unlock and update the notebook to address them.

After updating the notebook, the author(s) can again click Submit for Review and follow the same procedure as when they originally submitted the notebook.

Approve Notebook

As a reviewer in "review mode", when you are ready to approve the notebook, click Go to signature.

The signature page offers a space for any comments, and a Signature panel. Uses your display name or email address and checks the box to certify that the data contained in this notebook is accurate. Click Sign and approve.

The authors will be notified of the approval, and be able to view or export the signed notebook. The notebook will now be in the Approved state.

Approved notebooks cannot be edited, but if desired, they may be used to generate templates for new notebooks.

Related Topics

Related Topics


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