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.
Reviews List View
Search & Filter
Search field
Search for specific review requests
Archive
Toggle archived review records
"+" Icon
Create a new review request
"↻" Icon
Refresh the reviews list
Tab Options
My Reviews
Display reviews assigned to you
Open
Show all pending reviews
Approve
Display approved reviews
Column Headers
NAME
Title or description of the review request
Status (Open/Approved)
Current state of the review
Action Buttons
Approve
Accept and complete the review
Cancel
Reject or cancel the review request
Open
View review details
Selected Review
Details Section
Purpose
Description of what needs to be reviewed
Archive
Checkbox to archive the review record
Assigned Section
Assigned Users
List of users assigned to review
"+" Icon
Add users to the review
"🗑️" Icon
Remove assigned user
Activity Log
Date
Timestamp of activity
User
Person who performed the action
Activity
Description of action taken
"✏️" Icon
Edit activity entry
Related Section
Notes
Additional information about the review
Applicants
Related personnel records
Events
Associated calendar events
"+" Icon
Add related records
"🗑️" Icon
Remove related items
Additional Features
Legacy
Access to historical review data
"+" Icon
Add new activity log entries
Creating Reviews
Most users will generate reviews from a record in TRUE.
Navigate to a record in TRUE with access to Reviews.
Select the Reviews icon.
In the Reviews module, select the “+” icon.
You will be prompted with a question to automatically associate this with the record you came from.
