The following post outlines how reports are reviewed in Rico.
General review process
The general review process looks as follows:
Author completes draft report
Draft report is handed to Reviewer for review
Reviewer makes changes and comments
The reviewed report is passed back to the Author to accept / reject changes and make any further amendments
Reviewing in Rico
In Rico, we suggest the following approach:
(Optional) When your report is ready for review, download a copy and save it as a ‘Draft’. This will store a local version of the report on your device which you can revert back to, should you wish to later on.
Review reports in Rico using the Review tab. The Review tab enables you to see a preview of the report. Make sure the reviewer can log in to Rico, if they need a Rico login, don’t hesitate to get in touch with us (this is free). In the Review tab, you can scroll through the report. Clicking an area in the report will take you to the corresponding section in the workflow where you can make any changes.
Make changes and comments. Rico does not have a tracked changes feature built in. If you wish to see any changes made between a draft and reviewed report, ensure you download a draft as detailed above, then you can compare a draft and reviewed report in MS Word using the ‘Compare’ function. To highlight any comments or changes to a user in Rico, use the highlight formatting. You can also add a ‘Todo’ where you’ve made such comments to help ensure these are addressed before finalising a report.
Let the Author know you’ve made your review to finalise the report. The author will be able to see any highlighted changes and comments and ‘Todos’ and make any subsequent changes before downloading a finalised copy of the report.
A few things to note:
We recommend reviewing reports in Rico to keep assessments as up to date as possible for importing these into new applications in the future using the import function.
You can output as many versions of a report as you wish, there is no constraint on this.
Use an in-browser spell check such as Grammarly to detect spelling and grammar mistakes. We also recommend this is used by those writing reports. We’ve made a post for setting this up here.