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Completing the Expert Review

Once your client has completed steps 1-4, the client will submit their study and you will receive a notification to complete the Expert Review.

Once the client has submitted for review:

  1. Navigate to the Expert Review page via the Study Overview
  2. Compare the current snapshot (Right) to the prior snapshots (Left) and view changes between the different versions.
  3. Once you have completed viewing the side-by-side, select if you would like to return the study to the client for further edits by selecting Request Revisions.
    1. Note: You must have at least one task assigned to a team member before Requesting Revisions.
  1. When no further edits are required by the client, select Accept Submission. 
    1. Note: This option confirms that you have all of the required information from the client and are ready to calculate their credit.

    Exp review