Overview

Creating a review allows you to invite team members or Subject Matter Experts (SMEs) to review your course content and leave block-level feedback without altering your project design.

• Creating a review
• How to Add a User as a Reviewer
• How to Add & Manage Reviewers to an Existing Review
• How to Manage Reviews 
• Reviewers: How to Access & Conduct a Review
• How to Use @Mentions & Manage Notifications
   

Steps to Create a Review

1. Open your project in Elucidat Create.
2. Click the Export menu in the top toolbar and select Create a review.

3. In the Create a review window, complete the following fields:
   • Review name: Enter a descriptive title for this feedback round (e.g., SME Initial Review).
   • Due date: Select a deadline using the date picker, or leave blank to keep the review open indefinitely.
   • Comment visibility: Check "Hide comments made outside this review for reviewers" if you want reviewers to see only comments from this specific review session. (Note: Internal author/editor comments made during content creation are automatically hidden from reviewers if this is selected).
   • Add reviewers: Search for existing account users or type the email address of an external reviewer. Click Add.

4. Click Create review.

Note: Creating a review updates your project status to "In review". Reviewers will automatically receive an email invitation containing a direct access link.

How to Add a User as a Reviewer

Overview

Before a team member or Subject Matter Expert (SME) can review a course, they need access as a Reviewer. You can add reviewers in two ways:

1. In advance via User Management / Teams
2. On the fly directly from the "Create a review" modal

Method 1: Pre-Inviting a Reviewer via Teams / User Management

Use this method if you want to set up user accounts for team members before configuring a specific review.

1. Go to your account settings and navigate to User Management (or Teams).
2. Click Add a user.
3. Enter the email address(es) of the user(s) you wish to invite.
4. Set the Elucidat Create User Role to Reviewer.
5. Click Send Invitation.

What happens next? The invitee will receive an account activation email containing a link to register and set up their password. When they log in, they will land on the Reviews page. If they haven't been assigned to a review yet, they will see a placeholder screen indicating that assigned reviews will appear there once created.

Method 2: Inviting a Reviewer Directly from the "Create a Review" Modal

Use this method to invite new or existing reviewers while configuring a review session for a project.

1. Open your course in Elucidat Create, select Export, and click Create a review (or open Manage reviews on an existing review).
2. In the Add reviewers field, search for or type the email address of the reviewer:
   • Existing users: Select their name from the auto-suggested drop-down list.
   • New users: Enter their full email address and click Add.
3. Complete the remaining review details (Review Name, Due Date, Comment Visibility) and click Create review.

What happens next?

• Existing Users: They receive an email notification containing a direct link to open the review.
• New Users: If the entered email address doesn't match an existing user in the system, an invitation email is automatically sent prompting them to sign up and activate their account. Upon completing activation, they are logged in and taken straight to the Reviews page where their assigned reviews are ready to view.

How to Add & Manage Reviewers

Overview

You can track reviewer activity, add additional reviewers to an active session, change deadlines, or close reviews at any time.

Steps to Add Reviewers to an Active Review

1. Open your project in Create and select Export > Manage reviews, or navigate to Reviews in the main navigation sidebar under Your created reviews.
2. Locate the active review session in the list.
3. Click the ellipsis (...) menu on the right-hand side of the review row and select Add reviewers.
4. Type or select the email addresses of the reviewers you wish to invite.
5. Click Add / Save. New reviewers will receive an immediate email notification with a link to access the course.

Managing Review Sessions

From the Manage reviews window, you can also:

• Track Submission Status: Check if reviewers have submitted their feedback, view their submission dates, and read any final summary comments they provided.
• Change Due Date: Select Change due date from the ... menu to extend or modify the deadline.
• Close Review: Select Close review from the ... menu to finalize the review session and set the project back to read-only for reviewers.

How to Manage Reviews 

At the Account level you can easily view and manage all reviews you and created in one place.

As an Admin or Account Owner you can see all reviews created within the account to support with the management of them and have overarching visibility.

Reviewers: How to Access & Conduct a Review

Overview

As a Reviewer, you have access to a streamlined, review-only view of Elucidat Create. You can review project pages, leave targeted comments on individual content components, and submit your final feedback.

Step 1: Accessing Your Assigned Review

1. Click the direct link in your email invitation, or log in to Elucidat Create and click Reviews in the left sidebar.
2. You will see a list of Reviews assigned to you, click on the project name to open the review.

Step 2: Leaving Comments

1. Navigate through the course pages.
2. Click on the comments icon in a content block where you want to leave feedback.
3. In the Comments panel that opens on the right, type your feedback into the text box.
4. Click Post.
5. You can also reply to existing comments or mark comment threads as resolved.

Step 3: Submitting Your Final Review

1. Once you have completed your feedback across all pages, click the Submit review button in the top-right corner.
2. (Optional) Add a summary comment (up to 500 characters) to give the author high-level feedback.
3. Click Submit. The author will receive an automated notification that your review is complete.

How to Use @Mentions & Manage Notifications

Overview

Elucidat Create includes automated email notifications and in-app alerts so team members never miss important feedback.

Using @Mentions in Comments

1. Open the comment panel on any content block or click an existing comment thread.
2. Type @ followed by the user's name.
3. Select the user from the drop-down menu and type your message.
4. Click Post or Reply.

Who can be tagged? You can tag any author, admin, or reviewer who has access to the project or active review session.

Email Notifications

Automated email alerts are sent when:

• You are assigned to a new review session.
• Someone @mentions you in a comment.
• A comment thread you participated in receives a new reply.
• A comment thread status is resolved or closed.

Direct Navigation: Every notification email includes a direct link that takes you straight to the exact page and content component where the comment was posted.