Reviewer and Partner User Training Guide
Introduction
In under 20 minutes, this course will cover the core functionality that a Reviewer or Partner user will need, including general navigation, communication with team members, and best practices for managing your own work day-to-day. Should any questions come up as you're going through the course videos, please feel free to reach out to us via the help icon in your Workzone site. Happy exploring!
- Workzone overview (2:45): Site navigation and essentials of the interface
- Projects module (2:30): Where projects are built, edited, and updated
- Updating Tasks (1:17): Make key updates to tasks within projects
- Commenting (1:31): Communicate with your team in the platform
- Reports Overview (1:08): Commonly used reports, including the to-do list for simple task management
Requests Module Training
Watch this video if you will be expected to submit requests
Submitting Requests (1:53): Submit new project requests and track the progress of those requests via the Requests dashboard
Additional Training Videos
Watch these videos if your team is utilizing these features in Workzone
Boards module Overview (1:30): Manage projects visually by moving cards through lists
Document Markup (1:05): Visual commenting and feedback files
Document Versions (0:58): Keep different versions of files organized
Document Approvals (1:03): Formal approval workflow for files