A review package in Dalux can help facilitate interdisciplinary review of projects.
Review packages contain specific files, in a certain file version as well as a deadline for review. This allows the attached user groups to review and comment on files, and to identify design issues or topics for discussion.
Table of contents
How to set up review packages
User rights
Project administrators and project planning managers can set up and add files to review packages.
Review packages can be activated in Settings
Box
'Comments & Review packages'.
When activating review packages, comments are automatically activated as well.
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Then create a comment type you want to use with the review package. This is required, for the setup of the review packages later. Click Types
Add.
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To create new review packages, go to Box
Review packages
Add review package.
It is required to set a name, deadline, comment type, and file area. When the required fields have been filled, click 'Create' to create the review package.
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When a new review package is created, it is automatically set as a draft. Files or user groups can be added in whichever order is preferred. In this case, user groups are added first.
Adding user groups is done by clicking the user group box (Step 1). One or more user groups can then be added to the review package. Click 'Add' to add the user groups.
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Adding the files for review is done directly from the chosen file area, in this case, Box
Files.
Navigate to the files, select one or more files, and click More
Add to
Review packages.
From the pop-up window, the review package can be selected. Add the files to the review package by clicking 'Save'.
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More info
When adding files to a review package, it is only the specific version that is added. Uploading a new version, will not replace the file in the review package.
When user groups and files have been added to the review package, the status of the review package will need to be set to active for it to be visible to the attached users.
This is done by returning to the review package in Box
Review packages and clicking on the review package.
In the overview area, click the -icon. From the pop-up window, the status can be set to draft, active, or archived.
More info
What do the different statuses allow? In all 3 statutes, users and files can be added and/or removed.
- Draft - The review package does not appear to the attached users yet
- Active - Opens the review package for viewing and for adding new comments
- Archived - Disables the ability to add new comments, but existing ones can be updated and closed.
To change status, click the -icon in the status row. Select 'Active' and click 'OK'. The Review package will now appear for all the selected user groups.
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Read more
Reviewing the files in the review package can be done using comments. You can read more about this in our article on the topic: How to comment on Review packages