Reviewing a document

Guiding principles

When you review someone else's work, your goals are to:

  • catch errors that weren't spotted by the first editor

  • provide constructive feedback to the first editor

  • make note of other changes that may still need to be done

  • publish the content.

How to review a document

  1. Assign an 'Import content' task that has been submitted for review to yourself.

  2. Follow the link on the task to the work overview page.

  3. Open the imported document.

  4. Click Show source to see the imported PDF.

    • Always prefer comparing against the original publication document; only compare against the imported docx when there isn't an original PDF to check against.

  5. Compare the document against the imported file.

  6. Note any changes to be made on the document using comments.

    • For metadata changes (e.g. missing multiple commencements, an incorrect assent date), create a task from each comment. These tasks should be resolved before the work is signed off.

  7. If the first editor needs to make changes before the document can be published, click Request changes on the task. You can add a general comment at the same time.

  8. When the document is ready to be published:

    • Link the defined terms again ('Analysis | Defined terms').

    • Click Save & publish on the document (drop-down next to Save draft).

    • Click Approve on the task.

  9. If for some reason the document has already been published but changes still need to be made to it, click Unpublish & save on the document (drop-down next to Save & publish) before requesting changes. (Only reviewers can make changes to published documents.)

The most important part of the process is where you click Save & publish, don't forget this crucial step!

Tips

  • Use comments on the document to provide feedback about individual issues.

  • Use comments on the task to provide more general advice.

  • Make new tasks to record other changes that still need to be done, such as linking amendments or a commencing work.

  • If a document is almost ready to be published and there are only a few small changes, you can make the changes yourself and leave a comment on the task to let the first editor know what changes you made, so that they know for next time.

Reviewer checklist

Exercise

UPDATE / DELETE

Copy and paste the text below into the editor (make sure your document is blank).

Reviewer checklist

Types of errors:

Keywords used incorrectly: 5 Numbering errors: 4 Indentation errors: 6 Heading errors: 2 Line break errors: 2

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