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Opening the Review Environment
Overview
The Review Environment is a dedicated interface for reviewing captures with interactive artifact viewing, markup tools, and approval capabilities. It provides a focused workspace for detailed review and decision-making.
Accessing the Review Environment
From Capture Details
- Open a capture from your inbox
- Review the capture details
- Click Open Review button
- Review environment opens (new tab or window)
Direct Access
Some implementations support direct review URLs:
- Emailed review links
- Bookmarked review pages
- Workflow-generated links
Review Environment Layout
The review environment typically consists of:
Navigation Panel (Left)
Shows:
- List of all artifacts
- Capture metadata
- Field values
- Navigation between artifacts
Actions:
- Click artifacts to view
- See which artifacts have been reviewed
- Access capture information
Artifact Viewer (Center)
Displays:
- Currently selected artifact
- Document or drawing content
- 3D models (if supported)
- Zoom and pan controls
Capabilities:
- View files in browser
- Navigate multi-page documents
- Rotate and zoom 3D models
- Pan and zoom 2D drawings
Toolbar (Top)
Contains:
- Markup tools
- View controls
- Zoom options
- Measurement tools (if available)
- Settings
Quick access to:
- Common review functions
- Frequently-used tools
- View options
Action Panel (Right or Bottom)
Displays:
- Capture information
- Comment field
- Action buttons (Approve, Reject, Submit)
- Timeline
- Field values
Actions:
- Add comments
- Complete the capture
- View capture history
Supported File Types
2D Drawings
- AutoCAD DWG - Native CAD drawings
- DXF - Drawing exchange format
- PDF - Document format
Capabilities:
- Pan and zoom
- Layer control (for DWG)
- Measurement tools
- Markup annotation
3D Models
- Inventor Files - Parts and assemblies
- STEP/IGES - Neutral formats
- Other CAD formats - Based on configuration
Capabilities:
- 3D rotation
- Zoom and pan
- Section views
- Component navigation (assemblies)
Documents
- PDF - Portable Document Format
- Office Documents - Word, Excel (if viewer configured)
- Images - PNG, JPG, etc.
Capabilities:
- Page navigation
- Zoom
- Basic markup
- Text search (PDFs)
Navigation Controls
Artifact Navigation
Between Artifacts:
- Click artifact in left navigation panel
- Use Previous/Next buttons
- Keyboard arrows (if supported)
Progress Tracking:
- Visual indicators show which artifacts viewed
- Requirement tracking (if all must be reviewed)
View Controls
Zoom:
- Mouse wheel
- Zoom buttons (+/-)
- Zoom to fit
- Zoom to selection
Pan:
- Click and drag (when pan mode active)
- Arrow keys
- Spacebar + mouse drag
Rotate (3D models):
- Click and drag
- Rotation controls
- Standard views (top, front, right)
Markup Tools
The review environment includes markup tools for annotations. See detailed information in Markups & Annotations.
Common tools:
- Pen/freehand drawing
- Shapes (circle, rectangle, arrow)
- Text annotations
- Highlight
- Cloud/revision cloud
- Measurement
Review Workflow
Typical Review Process
Open review environment
- From capture details
- Or direct link
Review first artifact
- Examine content carefully
- Add markups if needed
- Note any issues
Navigate to next artifact
- Continue through all artifacts
- Mark each as reviewed (if tracked)
- Add comments as appropriate
Add overall comments
- Use comment field
- Explain decision reasoning
- Provide feedback
Complete the capture
- Click Approve, Reject, or Submit
- Confirm action
- Close review environment
Comments and Feedback
Adding Comments
Use comments for:
- Explaining approval/rejection decision
- Providing feedback to submitter
- Noting issues or concerns
- Suggesting improvements
- Documenting review findings
Comment best practices:
- Be clear and specific
- Reference artifacts if needed
- Use professional tone
- Provide actionable feedback
- Explain reasoning
Markup vs Comments
Markups:
- Visual annotations on artifacts
- Show specific locations
- Graphical feedback
Comments:
- Text-based feedback
- Overall observations
- Capture-level notes
Use both:
- Markups for specific issues
- Comments for overall assessment
Reviewing Requirements
All Artifacts Must Be Reviewed
If template requires viewing all artifacts:
- Visual indicators show progress
- Action buttons disabled until all viewed
- System tracks which artifacts opened
To satisfy requirement:
- Open and view each artifact
- Progress indicator updates
- Complete action becomes available
At Least One Artifact
If template requires viewing at least one:
- View minimum required artifacts
- Action buttons enable after requirement met
- Additional views optional
No Review Requirement
If no viewing requirement:
- Can approve based on metadata alone
- Artifact review optional
- Action buttons immediately available
Modern vs Legacy Environment
Modern Environment (Recommended)
Features:
- Better performance
- Enhanced markup tools
- Improved UI
- Responsive design
- Regular updates
Use modern when:
- Available for your template
- Best user experience desired
- Latest features needed
Legacy Environment
Features:
- Original interface
- Basic functionality
- Stable, proven
- Broader browser support
Use legacy when:
- Specific compatibility needs
- Familiar to existing users
- Modern not available for template
Tips for Effective Reviews
Before Starting Review
- ✅ Understand capture purpose and context
- ✅ Review capture metadata
- ✅ Check for any special instructions
- ✅ Ensure adequate time for thorough review
During Review
- ✅ Review all artifacts systematically
- ✅ Use markup tools for clear feedback
- ✅ Add comments as you go
- ✅ Note questions or concerns
- ✅ Check for completeness
Completing Review
- ✅ Summarize findings in comments
- ✅ Ensure markups are clear
- ✅ Verify decision before clicking action
- ✅ Provide actionable feedback if rejecting
Keyboard Shortcuts
Common shortcuts in review environment:
| Shortcut | Action |
|---|---|
| Space | Activate pan mode |
| Mouse Wheel | Zoom in/out |
| Ctrl + Z | Undo last markup |
| Ctrl + Y | Redo markup |
| Delete | Delete selected markup |
| Esc | Deselect tool/markup |
| Arrow Keys | Pan view (may vary) |
Shortcuts may vary by environment version and configuration
Troubleshooting
Review Environment Won't Open
Check:
- Browser pop-up blocker settings
- Network connectivity
- Browser compatibility
- Try different browser
Artifacts Won't Load
Check:
- Service account configuration
- Vault connectivity
- File permissions
- Network access to file sources
Markup Tools Not Working
Check:
- Tool properly selected
- Browser compatibility
- JavaScript enabled
- Try refreshing page
Performance Issues
Try:
- Close other browser tabs
- Check network speed
- Use Chrome or Edge (recommended)
- Clear browser cache
- Reduce artifact complexity if possible
Next Steps
Within the review environment, you'll:
- Review Artifacts - Examine files and documents
- Add Markups - Annotate drawings with visual feedback
- Take Actions - Complete the review with approval or rejection