Review a Milestone for an Admin

This article is for Administrators who have been requested to review a Milestone that has been created by another Administrator.

Find the review task

In your task feed you should see a Task to Review the given Milestone. Click Review Milestone.

Alternatively you can navigate from the Milestones area by finding the milestone in the list and clicking the Review button on the right-hand side of the milestone line.

Deliverables form

You will be directed to the deliverables form.

Review deliverables

Review each deliverable on the form, and click Approve or Decline.

Decline reason

If you click Decline, enter the reason for the decline.

Proceed when done

After you have made a selection for every deliverable, click Next.

Request resubmission (if any declined)

If you have declined any of the deliverables the next action will be Request Resubmission, which will send a request to the Applicant to amend the declined deliverables and resubmit.

Approve milestone (if all accepted)

If all deliverables have been accepted the next action will be Approve Milestone — this signals to the Applicant that all deliverables within the Milestone are correct. No further action will be required for Review.

Request another reviewer

If you wish to get a review from another Admin within the system at the final step (Request Resubmission or Approve Milestone), click the Request Reviewer button on the final step.

Tip: If you click Approve or Decline, you can revert your response before you submit the Milestone review.

PreviousCreate Milestone Batch NextManage Milestones

Last updated 5 months ago

Was this helpful?