When putting a procedure into Review, select one of the configured Review Types.

Admins are able to add or edit the Review Types in Settings. Check out this article for more information: Setting Review Types / Multi-Stage Review

Use the + signs to add additional reviewers before selecting Move to Review.

In the case of Multi-Stage Review, each review stage will be listed on separate lines.

Click Move to Review to save the selected reviewers and enter Review Mode.

Procedure Review can be configured to allow for a Multi-Stage flow.

When all review blocks in one stage have been approved, that stage will be locked and the review will move on to the next review stage.

When the stage is locked, reviewers can not be added or removed, except in the last stage before the procedure is Released.

To add or edit reviewers, click Edit to re-enter Edit mode and then select Review again. You will only be able to edit on the active review stage or later. Previous review stages are locked.

If Edits are made to the draft version of the procedure mid-review, approvals will only clear on the active review stage and only if the box is check to "Clear approvals if additional changes are made" in the Review Types section in Settings:

Approvals made in previous/locked stages will not be cleared even if the box is checked in Settings. For more information, see Setting Review Types / Multi-Stage Review.

Approvals that have been made in review can be revoked if they are in the active stage, and the user has the permissions / roles required to sign off on the block.

To revoke approval, click on the 3 dot menu in the approval block and select revoke approval, which becomes visible after the approval is made.

In the example above, the approval can be revoke by any user with either the AVI role or the ACO role. Once the Review moves to the to next "QA" stage then the approvals in the Eng stage are not able to be revoked.

If an approval was made that you do not permissions to revoke, the 3 dot menu will not be visible in the sign off block.

Release notes are typically used by the procedure owner, however some users have made use of this field for collecting their thoughts on the procedure update as a whole.

Click COMMENT on any Header or Step that needs work before it will be ready for approval.

Review comments are viewable in the Edit page so the owner is able to view and incorporate suggestions directly without flipping back and forth from Review to Edit.

Click Reply on a posted comment to start a comment thread.

Replies are now available in Edit and Review mode and during a run!

Procedure review comments now provide a clearer way to track what happened to each piece of feedback throughout a review. Comments can be Accepted, Rejected, or Deferred until the next review cycle, and comments created during multi-stage reviews are automatically tagged with the review stage in which they were added.

The Comments side panel also includes search, filtering, grouping, and sorting tools so reviewers and procedure authors can quickly find and acknowledge feedback without losing review context.

Each review comment includes a disposition control that lets the review team record how the feedback should be handled.

Use the comment actions to record one of three outcomes:

The same disposition controls are available from the Comments side panel, allowing comments to be reviewed and acknowledged from a consolidated list instead of navigating back to each individual step.

Type @ to trigger a dropdown list of teammates in a comment.

Select the user you would like to notify. When the comment is posted, the mentioned user will receive an email to review the comment.

Mentions can be used in threads or in separate comments.

Open the Comments panel from the comment icon in the procedure header to review comments across the procedure in one place.

The panel displays the commenter, timestamp, comment text, available replies and actions, and any status or context associated with the comment.

Use the Search comments field at the top of the panel to locate comments by text without manually scanning the full review history. Search can be used together with the available filters and grouping options to narrow a large set of review feedback.

Select Status to filter the panel by review comment disposition. The filter lists the available statuses and shows the number of comments currently in each category: Open, Accepted, Rejected, and Deferred. Select one or more statuses to focus the panel on the comments that still need action or on comments with a particular review outcome.

Select Group to organize comments into meaningful sections. Comments can be left ungrouped or grouped by Review stage, Status, or User. Grouping is especially useful for multi-stage reviews or when several reviewers are working through a large number of comments.

Disposition status is shown on the comment along with the time stamp and user. Click undo to modify the disposition action.

Use the sort control to review comments in chronological order. Select Oldest First when you want to work through feedback in the order it was created.

@mentions are still supported in the side bar.

In a multi-stage review, each new review comment is automatically tagged with the review stage in which it was created. Stage tags such as Stage 1 and Stage 2 keep feedback tied to its original review context, making it easier to distinguish comments from different approval phases and to group comments by review stage in the side panel.

Comments can also display context badges such as Author or Reviewer next to the commenter and timestamp. These badges make the commenter’s relationship to the review immediately visible when multiple people are collaborating on the same procedure.

Review notifications are configured from Settings > Notifications. Expand Runs/Procedures to find the review-specific notification events.

Two events are available for the procedure review workflow:

For each event, enable the delivery methods that should be used. Review notifications can be delivered through In-App notifications, Email, Realtime Client, or Slack. For Slack, notifications can be sent by DM or to a selected Channel; enable Channel and choose the desired destination when channel delivery is needed.

Any changes that need to be reviewed will be outline in red. For more information, check out our article Procedure Review Diffs!

Review comments can be viewed, created, resolved and unresolved in this view, Run-Preview view, or in Edit Mode.

Reviewers are able to simulate a run of the procedure in Review Mode without persisting any data.

Review comments can be viewed, created, resolved and unresolved in this view, Version Diff view, or in Edit Mode.

Reviewers can navigate large, complex procedures more easily with the Flowchart view. The flowchart draws cleaner, more vertical and horizontal lines instead of crowded curves, making it easier to read. Clicking a step or section jumps straight to it, and clicking a line highlights it so it's easy to follow through the diagram.

A search bar jumps to a specific step or section without needing to scroll to find it. By default, the flowchart collapses to show only the steps and sections involved in dependencies and conditionals, keeping the view focused. It can be expanded to show everything, or collapsed down to just sections and opened individually.

The flowchart can also be exported as a PNG, generated at a large, detailed size suitable for printing.

Users can use the “Queue for Review” action in the procedures list to create a queue of procedure drafts. The queue will automatically navigate the user to the next procedure draft in the queue after the current procedure draft has been released or deleted.

From the Procedure Library, select one or more procedures that have a draft version created. Once selected, the Queue for Review button will appear.