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.

1

Find the review task

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

2

Alternative navigation

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.

3

Deliverables form

You will be directed to the deliverables form.

4

Review deliverables

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

5

Decline reason

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

6

Proceed when done

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

7

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.

8

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.

9

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.