At Waybook, we are driven by your requests for new features, and setting up a review process has been one of the most impactful ways to help you keep your content up-to-date and accurate. Collaboration is at the heart of this process, making it easier for your team to ensure your documents are always in top form 🙌
Submit for Review
The first step towards seamless collaboration in Waybook is the Submit for Review feature. Anyone with access to edit subjects and documents can propose changes or new steps for review, selecting a team member with publish access to review those updates. This triggers an automatic notification, ensuring timely review and approval.
How it works: Once a team member submits a document or step for review, the designated reviewer will receive an email with a direct link to the content needing attention. This keeps the review process streamlined, allowing for efficient collaboration across your team.
Manage Multiple Reviews: If several updates are needed, or if different parts of the document require separate attention, you can assign multiple reviewers to ensure everything gets the right level of oversight.
Track Your Review Process
You’ll always have full visibility of who is responsible for a document’s review and where it stands in the review cycle. Whether it’s assigning the right reviewers or checking review statuses, this feature makes it easier to maintain accountability and keep your Waybook accurate.
✨Pro Tip: If a team member with publish access submits a document for review, they can request another member’s feedback, ensuring every update goes through the right level of scrutiny before it’s published.
Why Document Reviews Matter
Accuracy: Keeping your information current is crucial. Assigning the right people to review ensures your content reflects the latest standards and procedures.
Collaboration: The review process empowers team members to share responsibility for content accuracy, ensuring everyone is aligned.
Accountability: With notifications and status updates, you’ll always know who is handling each review, reducing the chance of missed changes or delays.
At Waybook, we believe teamwork and transparency are essential to building a well-organized and efficient playbook. By making the review process easy to manage, you can be confident that your content will always be ready when you need it.
If you have suggestions or ideas on how we can improve this feature or any other part of Waybook, don’t hesitate to get in touch with our support team - we’re always happy to help! 😊