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The review workflow ensures that cases meet quality standards before becoming trusted knowledge in your operations. It enables collaborative feedback and enforces consistency.

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Submitting a Case for Review

From a case in Draft state:
  1. Click Submit for Review
  2. Select one or more reviewers from your workspace members
  3. Add an optional cover note explaining the case or requesting specific feedback
  4. Click Submit
The case moves to In Review state. Selected reviewers receive a notification and see the case in their review queue.
Choose reviewers with relevant expertise. If documenting a bearing failure, select someone from maintenance engineering. For process changes, select a team lead.

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Reviewer Responsibilities

Reviewers examine:
  • Accuracy: Do the facts align with their experience?
  • Completeness: Is evidence adequate? Are claims well-supported?
  • Clarity: Can someone unfamiliar with the incident understand the case?
  • Actionability: Will others benefit from publishing this?

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Feedback & Comments

Reviewers can:
  1. Add inline comments on specific sections of the case body
  2. Comment on evidence directly in the evidence viewer
  3. Post general feedback visible to all participants
  4. Request changes by selecting “Revision Needed”
All comments appear in the case’s Activity tab with reviewer names and timestamps.
Yes. If you assigned 3 reviewers, all can comment simultaneously. Comments appear in real time for everyone watching the case.
Yes. The creator (or any assigned reviewer) can reply directly to comments in the Activity thread.

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Revision Cycles

When a reviewer requests changes:
  1. The case moves to In Review state (stays there, doesn’t revert to Draft)
  2. The creator sees a “Revision Needed” indicator with reviewer comments
  3. The creator edits the case to address feedback
  4. The creator clicks Re-submit for Review with a brief note of changes made
  5. Reviewers re-examine and either approve or request further revision
You can cycle through revision → re-submit multiple times until the case reaches consensus.
Revision cycles preserve the full audit trail. You’ll always see who requested what and when changes were made.

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Approval Decision

Reviewers choose one of three actions:

Approve

Case is ready for publishing. Reviewer confirms quality.

Revision Needed

Creator must address feedback before publication.

Reject

Case does not meet standards. Case returns to Draft.
Approval threshold: By default, all assigned reviewers must approve before a case moves to Verified state. Your workspace admin can configure this (e.g., “any 2 of 3 reviewers”).

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Moving to Verified

Once all reviewers approve:
  1. The case automatically transitions to Verified state
  2. A notification confirms completion
  3. The case is now ready to publish to your knowledge base
From Verified, the creator (or admin) clicks Publish to make it discoverable via search and browsing.
You don’t have to publish immediately after verification. Keep cases in Verified state as a staging area—useful if you want to coordinate publishing with team announcements.

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Re-opening Published Cases

If a published case needs revision:
  1. Click Edit → Move to Draft
  2. The case is removed from search/discovery
  3. You can now edit and re-submit for review
  4. After re-approval, republish
Re-opening a published case may confuse team members who relied on the old version. Always communicate changes clearly.

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Review Analytics

Your workspace admin can view:
  • Average time cases spend in review
  • Most-active reviewers
  • Approval rates by case type
  • Common feedback themes
This data helps teams optimize their review process.

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Best Practices for Reviewers

Prompt feedback keeps momentum and keeps creators engaged.
Explain why you’re requesting a change, not just what to change.
Don’t approve cases with unsubstantiated claims. Ask for proof.
Check if the case was revised recently. Understanding context helps your review.

Cases

Understand the case lifecycle and states.

Roles & Permissions

Learn which roles can assign reviewers or approve cases.