Reviewing a model, then sign-off

Choose Help > How to review a model for a guided tour that sets the screen up as it goes:

• The AI switches to Review and checks the whole model for gaps; Fix with AI handles what falls short.
• The review list shows only the Unconfirmed ? items. Step through each with ◂ ▸: Confirm, Discuss with the AI, or tick several and Send to AI together.
• In Feedback, click an element, type what should change and press Enter; repeat for as many as you like, then Apply all with AI.

To ask people, click the status chip next to the model’s name (or ⋯ > Review and sign-off):

• Request a review: subject-matter experts give feedback, all at once or one after another, on the whole model or just some lanes. Each gets a private link, no account needed, when their turn comes. Their comments come back to the Review list; nothing is signed off.
• Send for sign-off: the model goes to the approvers of its folder (any one or all, as the folder says), or, outside an owned folder, to whoever you nominate (a team member or any email address). You can add stakeholders who must also approve just their lanes.

The Sign-off tab shows where the model stands and every round, step by step. A signed-off model is locked: a change starts a new revision, and readers keep the signed-off version until the revision is signed off.

More on review and sign-off

• Your processes, risks and reminders
• Discuss, Review, Sign-off: which to use
• Comments, @mentions and asking people
• Comparing versions: what changed

Try it in the free demo, or contact us.