Purpose
The Reviews module enables workflow approvals across various modules in TRUE. Users can request reviews from manager-level users for different processes, supporting approval workflows for Leads, Quotes, Jobs, Bids, and Contracts.
Access Path: Lightning Bolt Icon > Reviews, or Reviews icon from within a record
Reviews List View
Search & Filter
| Element | Description |
|---|---|
| Search field | Search for specific review requests by name or description |
| Archive | Toggle to show or hide archived review records |
| "+" Icon | Create a new review request |
| "↻" Icon | Refresh the reviews list |
Tab Options
| Tab | Description |
|---|---|
| My Reviews | Display reviews assigned to you for action |
| Open | Show all pending reviews awaiting approval |
| Approved | Display previously approved reviews |
Column Headers
| Column | Description |
|---|---|
| NAME | Title or description of the review request |
| Status | Current state of the review (Open or Approved) |
Action Buttons
| Action | Description |
|---|---|
| Approve | Accept and complete the review |
| Cancel | Reject or cancel the review request |
| Open | View review details and associated record |
Selected Review
Details Section
| Field | Description |
|---|---|
| Purpose | Description of what needs to be reviewed |
| Archive | Checkbox to archive the review record after completion |
Assigned Section
| Element | Description |
|---|---|
| Assigned Users | List of users assigned to review this request |
| "+" Icon | Add additional users to the review |
| 🗑️ Icon | Remove an assigned user from the review |
Activity Log
| Field | Description |
|---|---|
| Date | Timestamp of when the activity occurred |
| User | Person who performed the action |
| Activity | Description of the action taken |
| ✏️ Icon | Edit an existing activity entry |
Related Section
| Element | Description |
|---|---|
| Notes | Additional information and comments about the review |
| Applicants | Related personnel records linked to the review |
| Events | Associated calendar events |
| "+" Icon | Add related records to the review |
| 🗑️ Icon | Remove related items from the review |
Additional Features
| Feature | Description |
|---|---|
| Legacy | Access to historical review data |
| "+" Icon | Add new activity log entries manually |
Frequently Asked Questions
Creating Reviews
Most users generate reviews directly from a record in TRUE:
- Navigate to a record in TRUE that has access to Reviews (such as a Lead, Quote, Job, Bid, or Contract).
- Select the Reviews icon from the record.
- In the Reviews module, click the "+" icon.
- You will be prompted to automatically associate the review with the record you came from.
- Enter your review details and assign users for approval.
Reviews support approval workflows for the following modules:
- Leads - Review lead qualification before conversion
- Quotes - Approve pricing and terms before sending to customer
- Jobs - Review job setup and scope before starting work
- Bids - Approve bid submissions for commercial projects
- Contracts - Review contract terms and conditions before execution
Managing Reviews
- Open the Reviews module from Quick Actions.
- Select the My Reviews or Open tab to see pending reviews.
- Click on a review to view its details.
- Review the associated record and any notes provided.
- Click Approve to accept or Cancel to reject the review.
- Open the review you want to modify.
- In the Assigned section, click the "+" icon.
- Select the additional users you want to assign.
- The new reviewers will be notified and can take action on the review.
Each review maintains a complete Activity Log that tracks:
- Date - When each action occurred
- User - Who performed the action
- Activity - Description of what was done
You can also access historical review data using the Legacy feature for older records.
Configuration & Administration
Reviews are typically assigned to manager-level users who have the appropriate permissions. Users must be explicitly assigned to a review to take approval actions. The person who creates a review selects which users should be assigned to approve it.
- Open the completed review you want to archive.
- In the Details section, check the Archive checkbox.
- The review will be moved to the archived state and hidden from the default view.
To view archived reviews, toggle the Archive filter in the List View.
Access to the Reviews module requires the following permission enabled by your system administrator:
| Permission | ID | Description |
|---|---|---|
| Module Access (Reviews) | (ID #71) | User can access the Reviews module via the Settings menu. |
Contact your system administrator to request access in Settings > Users / Access > select user > Access tab.
The following security permissions control what users can do within the Reviews module:
| Permission | ID | Description |
|---|---|---|
| New Reviews | (ID #72) | User can create reviews. |
| Delete Reviews | (ID #74) | User can delete reviews. |
| New Review Entries | (ID #77) | Allows user to add new activity log entries for a review. |
| Approve Review | (ID #204) | Allows a manager to approve a review. |
| Modify Record Access (Reviews) | (ID #251) | Can modify which users can view a record in this module. |
| Restrict Search Results to Authorized Modules Only (Reviews) | (ID #547) | This will deny a user from seeing search results unless the user has access to the module they just navigated here from. |
| View Assigned Only (Reviews) | (ID #548) | This will deny user from seeing records unless they're specifically assigned to them. |
| Cancel Review | (ID #576) | Allows user to cancel a review. This allows approved reviews to be reopened. |
Note: Permissions are managed per user in Settings > Users / Access > select user > Access tab. Search for "Reviews" to quickly locate all related permissions.