Create a Collaborative Review

You can create a Collaborative Review (CR) to obtain feedback for source or translated content.

You can create a CR to obtain feedback from subject matter experts (SMEs) for a map or a language manifest that meets the following criteria:
  • A map candidate can have any Authoring status

  • A language manifest candidate must be at either Translation:inreview or Translation:done

Note: Your deployment of IXIA CCMS might require that maps are in a specific status to create a Collaborative Review.
  1. Find a map or language manifest that requires a CR.
    Note: You can create a CR from anywhere you see the map, such as in Map Editor or your Favorites list.
  2. Click More Options icon, and select New Collaborative Review from the More Options menu.
    The New Collaborative Review dialog opens.
  3. Enter a title for the CR according to proper naming conventions, and then click Next.
  4. Optional: To create a CR with a redline comparison, do the following:
    1. Click Add an object.
    2. In the Redline with - Add an object search list, select a snapshot, Approval, or another CR to compare with the CR you are creating. You can also search for a snapshot, Approval, or CR to compare.
    3. Click option button for the related object.
    4. Click OK.
    5. Click Next.
    Note: If you generate a PDF of the CR, the PDF will also show the redline comparison.
  5. Optional: To apply a ditaval to conditions in the CR, choose one of the following actions:
    1. Click Add Ditaval.
    2. Search for a ditaval.
    3. Click the option button for the related ditaval.
    4. Click OK.
    5. Click Next.
    The Assignments section opens. You are automatically assigned if your active role allows you to change the CR status.

    You can click Edit icon to change the assignment or Trash icon to delete it.

  6. Click Add Role.
    1. From the Role dropdown list, select a role.
      The role you choose determines the available users you can assign. For a user with multiple roles, you can only assign each role once.
    2. From the Users dropdown list, select users for the assignment role.

      You can select as many users as you want with this role up to the maximum number of assignees allowed, which depends on your system configuration for the role.

      Tip: You can type in a name to search for a user. If there are more than 250 users, some users might only appear in the list when you search for them.
    3. Optional: In the Comment field, add a comment for assigned users to see in the expanded row information of the object.
      Note: The added comment is also included in the assigned object's revision history.
    4. Either enter a date or click Calendar icon to pick one.
      The correct format for dates is yyyy/mm/dd, such as 2000/05/31 for May 31, 2000.
    5. Select an assignment rule for the users:
      Table 1. User assignment rules

      Assignment rule

      Description

      Allow users to change status

      Users can manually change the status of the assignment.

      Note: You cannot select this rule if the role does not already allow users to change the status. The rule cannot override how roles are configured.

      Mark as finished if everyone is finished

      The assignment changes to finished for all users only if all assigned users mark the assignment as finished.

      Note: You cannot select this rule if the role only includes one assignee.

      Mark as finished if at least one person is finished

      The assignment changes to finished for all users if any assigned user marks the assignment as finished.

    6. Click Add.
  7. Optional: Add additional roles using the steps above.
    You can only add a role once. You can select multiple users for the specified role.
  8. Click Next.
  9. Optional: To generate a PDF that reviewers can download, select Yes.
  10. Click Create.
CCMS Web begins generating a CR.
Note: Since CCMS Web generates a CR snapshot as an output, a CR can fail to generate if there are errors. Review the related output log error messages to troubleshoot.
Click on the resulting My Outputs link to access the My Outputs page to see the progress and take one of the following actions:
  • Double-click on the CR title to open its online version.

  • If you generated a PDF of a CR, you can download it from the My Outputs page. Reviewers can download the PDF from the table of contents in a Collaborative Review.