Carry out a review
AI translated from the German original
Regularly confirm responsibility, need and access of a workspace.
When a review is due, Seamless flags the workspace with Review required and notifies the primary contact. You define how often this happens in the template, see Review.
The primary contact carries out the review in the Seamless App in three steps.
Recognise a due review
Section titled “Recognise a due review”A due review is visible in the workspace details:
- Review required appears next to the name.
- In the Lifecycle tab, the Review card shows when the last review took place and when the next one is due, e.g. Review required in 68 days. The timeline shows the remaining time until the deadline.
Click Review to start the review.
Carry out a review
Section titled “Carry out a review”-
Confirm that you are responsible for the workspace.
If someone else is responsible, assign the workspace to them and enter the new primary contact. This person is notified. Finishing hands the review over to them.
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Confirm whether the workspace is still required:
- Keep workspace: The review continues with access.
- Archive workspace: Seamless archives the workspace according to the template rules. Beforehand, Seamless shows what happens when archiving.
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Under Who still needs access?, check who still needs access. Adjust roles, remove people or add new ones. Changes apply immediately.
Primary contact, deputy and default users from the template are marked and cannot be removed here. You can only finish the review once the minimum number of owners is reached. Click Finish.
Seamless then removes the Review required flag and the deadline starts again.