Create a Collaborative Review

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

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 , and select New Collaborative Review from the More Options menu.
3. In the resulting New Collaborative Review dialog, 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, take the following actions in the Options step:
   1. In the Context map option, leave the default or click Modify to select a context map from the resulting list, and then click OK. You can also search for multiple status types or find objects locked by a specific group to filter your search.
   2. In the Redline with option, click Add an object, select a snapshot, Approval, or another CR to compare with the CR you are creating, and then click OK. You can also search for multiple document types or status types to filter your search.
   3. For the Select a Ditaval option, click Add Ditaval, select a ditaval for the related object, and then click OK.
   4. 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. The Assignments section automatically includes you in your assigned role, as long as your active role allows you to change the CR status.

   You can click to modify the assignment or to delete it.

6. Click Add a 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.
   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 to pick one.
      The correct format for dates is yyyy/mm/dd, such as 2024/05/31 for May 31, 2024.
   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: To generate a PDF that reviewers can download, select Yes.
8. Click Create.