Review and publishing reference¶

The facts the review and publishing task pages point to, in the order of a project's life.

Moving a project¶

A partial file¶

A Partial file counts as ready, but some parts of the drawing were left out. Read its conversion report before you invite anyone.

Which steps each move counts¶

Start review counts open Draft steps. Publish counts Draft and Review steps. Mark completed counts Draft, Review and Published steps.

A step set to Any time is never counted, and Back to draft and Start a new draft say nothing about the checklist. GISweaver warns and records, and leaves the decision to the people who move the project, because a hard stop would put an organisation's own list between a project and its delivery.

Start a new draft¶

A published project does not go back to Draft. Start a new draft opens a new working copy that starts from the published files; the release stays exactly as it was published.

To correct a published project, Start a new draft; when the work is done, Mark completed. The four states of a project, and what each allows, are in The lifecycle of a project.

Publishing¶

Publishing straight from Draft¶

You do not have to start a review first. When no client's team is connected to your organisation, Publish is the main button of a Draft; when one is connected, Start review is the main button and Publish is under More options (More on a phone).

It asks first, in Publish everything in this draft?, and says that no client sees the draft before it is published. The project passes through Review in the same act, and State history on the Review tab shows both moves. On a phone, the main button is under the title.

What goes into the release¶

Every file in the project that is drawn on the map goes in. A kept file, such as a PDF or a photo kept with the project, goes in only when it was chosen to be in the release (its Where column reads Send with the release).

The confirmation says how many kept files stay with the project instead. See Include a kept file in a release.

Why nothing was published¶

Sometimes a publication stops before every part of the release has been copied, for example when the files change while it runs. A release is made all at once or not at all. Until every part is copied the project keeps reading Review, so no half-made release can reach anyone.

When the project went back to Draft¶

If someone took the project back to Draft after the publication stopped, files added since come first: the strip says Files still uploading or Checking files while they arrive. Once they are ready it says The last publication did not finish. Publish again when the draft is ready., and Try publishing again does the same as Publish beside the state.

A part is not a file¶

A part of a release is not the same as a file: a file drawn on the map can make several parts. The count on the strip only tells you that the work is moving.

While a publication is running, nobody can start another one or take the project back to Draft; the buttons say A publication is running. It finishes by itself.

Releases¶

Published and replaced¶

The latest release reads Published. When a newer one is published, the earlier one reads Replaced. It is still kept and can still be downloaded.

The map shows the latest release. Only a release that reads Published can be delivered, shared or given to a client.

Quote a release to support¶

The row does not print the release's reference. To quote one in a help ticket, select the ⋯ beside the release's name and choose Copy release reference; a notice says it is copied.

Legal erasure¶

For a legal erasure request, tick This is a legal erasure request: skip the trash window, then the separate confirmation of immediate permanent erasure. This cannot be restored.

What is recorded when files are removed¶

The activity trail records who deleted or restored the files, when, the reason, the scheduled erasure date, the affected recipients and the storage freed.

Reviewers¶

Who can invite¶

Inviting needs a role that can read your organisation's clients. A branch manager or a project lead can share updates with a reviewer and end their access.

While your organisation is Frozen you can still end a reviewer's access; inviting and sharing updates wait until it is in good standing again.

Someone is missing from the list¶

Ask your client to add them to the team they connected to you, then open the dialog again. The list shows the first 500 people in name order, and a line under it says when there are more.

A client that has not connected a team¶

A client that has never connected a team can still be invited by Reviewer email. Once it has connected one, an address is no longer taken, for that client or any other entry of yours linked to the same organisation.

What Contributor means¶

Choosing Contributor is the same as ticking Allow uploads when you invited them, changed afterwards. The change is made in one step, so there is no moment when the reviewer has no access and none when they have two.

Ending a review is never refused¶

Ending a review is never refused, even when your organisation is Frozen or prohibits external sharing.

Invitation messages¶

The screen says	What to do
Your access does not include linked client accounts for reviewer invites.	Your role cannot read your organisation's clients. Ask an Owner or Admin.
This client is suspended in this project. Lift the suspension before giving it a review.	Lift the suspension under Clients paused in this project, then invite again. See Narrow, suspend or withdraw a client's access.
{client} has not connected a team to you yet. The dialog then asks for Reviewer email.	Type their address, or ask the client to connect a team: They connect one from People, Teams, then Connect to an organisation, in their own organisation. See Teams.
{client} chooses reviewers from a team connected to you, and nobody can be chosen now. Ask them to connect a team and add the person, then invite again.	The team was emptied, disconnected or archived. Ask your client to fix it.
Showing the first {count} people, in name order. More are connected to you than this list holds.	Ask the client which person you need and use Reviewer email.
This review action is not available now.	The person left the team, or their organisation disconnected it, after you opened the dialog. Close it and open it again.
Your organisation does not allow sharing this outside the organisation.	An access administrator has prohibited external sharing. What was already shared keeps working. See Access policies.