Who Is This For?
Reviewers – evaluating content and suggesting updates
Template Authors – accepting and applying feedback
Template Owners – coordinating review and closing if needed
How to Do It?
Step 1: Access the review task
From Home > My Work Dashboard, select the template and click Go to Document from the action preview.
Click the template in your task list, then select Go to document in the right pane to open its details.
Step 2: Check out and review in Word
Click Check Out and open the file in Microsoft Word (or the originating application). Click Enable Editing to start drafting.
💡Tip: Use track changes and clear, actionable comments to speed up Author updates.
Sign in to the SimplerQMS Add-in (Optional)
Sign in to the SimplerQMS Add-in (Optional)
If not yet signed in, go to SimplerQMS Add-ins and log in with your account.
📎 Reference: Installing SimplerQMS Microsoft Add-In
📎 Reference: Drafting a Template
Step 3: Check in your reviewed version
From the SimplerQMS add-in, choose Check In to upload your changes. Then Save and Close the file.
❗ Version control: Always use Check In from the add-in to preserve full audit trail and metadata.
Step 4: Mark your review as completed
When your review is done, click Mark Review as Completed at the bottom of the Properties card.
Secondary actions (three-dots icon)
Secondary actions (three-dots icon)
Send back to Draft – Use if significant changes are required. State changes to Draft and the item is assigned back to the Author.
Close Review – Template Owners can close the review without waiting for all reviewers (e.g., time-critical updates). State changes to Review Closed, then the author finalizes content before sending for approval.
💡Tip: Once all reviewers complete their review, the template state changes to Review Closed and routes back to the Author/Owner for final drafting.
❗ Compliance Reminder: Reviews should verify required properties are present and correct (e.g., Quality Process, default settings, property fields). Only move forward when the template meets your SOP/quality criteria.
Tips
💡 Focus on content quality and property fields (headers/footers, IDs, owner, version placeholders).
💡 Use clear, actionable comments so Authors can implement changes efficiently.
💡 If the review reveals a major scope change, Send back to Draft rather than piecemeal edits.