Review workflow
Last updated
Was this helpful?
Last updated
Was this helpful?
Sleuth Reviews follow a common workflow to help users:
Review automated metrics
Provide manual data (e.g. quantitative metrics, text, images)
Add comments (as they collaborate on preparing the review)
Add action items (to be reviewed in the next Review cycle)
Add summary narratives and scores (manually or using Sleuth's AI assistant)
Share their completed reviews with stakeholders
Engineering organizations have recurring Review cycles at all levels. Teams might perform daily stand-ups, weekly planning syncs, biweekly sprint reviews, or monthly retros. Managers report up to senior leaders who in turn report out to go-to-market teams, the board, or at all-hands.
Sleuth's Review workflow aligns to cycles, guiding users to repeat activities on a predictable schedule.
Reviews always have one Review owner and might also have assigned Section owners. See more on these roles below.
All Sleuth reviews move through the following three states:
Draft: This first state is where the Review owner sets up by arranging its Widget and Sections or assigning section owners in Review settings. When ready, the Review owner moves the Review to the next state by clicking the Start review button.
In progress: Most of the activity in a Review happens during the this state. If Section owners have been assigned, Sleuth sends them notifications to let them know them to complete their sections. Once the Review owner is satisfied that all Sections are complete, they Publish the Review to move it to the final state.
Published: Sleuth "freezes" Reviews once they're published in order to preserve their history. Automated Widgets stop refreshing their data, and users are no longer able to edit the content of the Review. If needed, Review owners and admins can manually revert Reviews to In progress from Review settings.
Once published, Review owners and section owners can share reviews by sending them as a link, downloading them as a PDF, or using Presentation mode to show them as a slide presentation from right within Sleuth. Users can also use the Share button to send a link to the presentation view with anyone, even if aren't Sleuth Users.
