Note: the ability to request value model reviewers and review value models through LeveragePoint is a configuration level setting. If you would like to add this ability to your configuration, please contact your company administrator.

LeveragePoint provides the ability for value model owners to request that other users review their model. Users must have access to the Marketing User Home Page in order to review a value model.

The Value Model Review dialog is accessible through the "Actions" dropdown on the Value Models tab in the Marketing User Home Page or from within a model using the "More" dropdown. For both dropdowns, select the "Review" option to open the dialog featured below.

Adding Value Model Reviewers

Default Review Roles and Reviewers, if set up by your company administrator, will display automatically. Otherwise, a value model owner can add reviewers as needed. Click the "Add Reviewer" link to add a new reviewer.

Model owners adding or modifying reviewers will have the following fields available to edit:

• Review Role: this open text field is mandatory for each reviewer. Any review role can be typed here. Review roles can be established before a reviewer has been assigned.
• Reviewer: use this type-ahead to select an individual to assign to a review role.
• Actions: there will be two options available under actions for model owners.
  • Notify: send an email to the assigned reviewer notifying them of their review role.
  • Reopen: mark a completed review as incomplete.
• Notify/Reopen All: above actions completed for all reviewers and roles.

Reviewing a Value Model

A value model reviewer will be notified of a review role through the "Notify" or "Notify All" actions by an email with a link to the value model. Reviewers will have the following fields available to edit:

• Actions: there will be two options available under actions for model reviewers.
  • Complete: mark an assigned review role as complete.
  • Reopen: mark a completed review as incomplete.

Checking a Review Status

The following fields are visible to model owners and assigned reviewers in the Review dialog:

• Status: either Completed or Incomplete
• Last Action: captures who took the last action on a review role, as well as the date. There are three possible last actions.
  • Notified
  • Completed
  • Reopened

Once review roles for a value model has been set, icons denoting the review status will appear on the marketing home page.

• Grey circle: A review role has been created but a reviewer has not been assigned.
• Yellow exclamation point: A review role has been created with an assigned reviewer, but the review status is incomplete.
• Green check mark: The assigned reviewer has marked their review role as compete.