In the active stage, project owners execute their projects, and
when ready, submit them to the review board for phase review. When a project is
submitted for phase review, the members of the review board who are responsible
for reviewing the phase are instantly notified.
After a project is in the active stage, it remains there until
all phases are completed and approved, or until it is deleted. Only steering
committee members can reassign review board members of an active project. For
information on how to edit the review board, go to
Reassign ideas and projects.
Submit a project for phase review (project owners)
With workflow on, a project must be approved at each phase before it can move to the next phase. The project owner decides when the project is ready for a phase review.
To submit a project for phase review, the project owner must complete the following steps.
- In the web app, on the Workflow page, select Active.
-
In the list of projects, next to the name of the project, select
expand
.
-
Select
Submit to Review
Board.
Engage
notifies only the review board members who are responsible for reviewing the
phase. To see the list of phase reviewers, select the people icon
next to the
phase.
Approve or reject a project phase (review board members)
Review board members decide whether a phase is approved or rejected. All phase reviewers must approve the phase before the project can move to the next phase. If just one reviewer rejects a project at a specific phase, then Engage notifies the project owner so they can fix and resubmit the project.
To approve or reject a project phase, a review board member must complete the following steps.
- In the web app, on the Workflow page, select Active.
-
In the list of projects, next to the name of the project, select
expand
.
-
Under
Phases,
select
Approve
or
Reject.
Engage
notifies the project owner. To see the status of each reviewer's action, select
the people icon
next to the
phase.
