Reviews

Reviews provide a structured way to ensure records meet stakeholder, regulatory, and quality expectations before work moves forward. Review sessions bring the right artifacts and reviewers together in one place, and every comment and decision is captured as part of the record.

This section covers setting up a review, participating as a reviewer, and tracking review status and workload.

Structured review before work moves forward

A review is the checkpoint where a record is held up against stakeholder, regulatory, and quality expectations before it’s allowed to advance. Done informally — over email or in a meeting whose outcome lives in someone’s notes — reviews leave no durable evidence and no enforceable gate. TraceUnified makes the review a structured object: a session that gathers the right artifacts and the right reviewers in one place, captures every comment and decision as part of the record, and produces an outcome the rest of the system can act on.

Sessions bring artifacts and reviewers together

Creating a review session means choosing what’s under review, who must review it, and what kind of review it is. Because the session references the live records, reviewers see the current state of each item, and their comments attach to the items themselves rather than to a throwaway document. Votes and decisions are captured against the session, so the result is unambiguous and permanent.

Workload, escalation, and completion

Reviews only work at scale if you can see them progressing. The workload and status view shows what’s outstanding, who owes a response, and where a session is stuck — so a review that would otherwise stall quietly can be escalated and driven to completion. That visibility is also what lets reviews sit safely in front of approval gates: nothing advances to signature until its review is genuinely done.

What’s in this section

• Creating a review session — choosing the type, items, and reviewers
• Participating in a review — comments, votes, and decisions
• Workload & status — progress, escalation, and completion
• Run a review — a step-by-step walkthrough from creating a review to completion