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Review a schedule item and record your decision

Use the schedule item detail panel to review submitted information, add notes, and accept, request changes, or delete the item.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the schedule item detail panel​

Select a schedule line from the schedule view to open its detail panel, showing the latest arrival, status, and key metadata.

Open the schedule item detail panel

Step 2: Review arrival files and assessment details​

Check the arrival summary, file count, filenames, outcome, and assessment details, including any previous revisions or history for the schedule item.

Review arrival files and assessment details

Step 3: Inspect linked LOIN and criteria information​

Review the linked LOIN text, criteria, and any related reference and due-date information to confirm the submission meets the required standard.

Inspect linked LOIN and criteria information

Step 4: Update item fields if required​

Adjust editable schedule item fields in the panel, such as party responsibility, milestones, or other metadata, then use the save action to persist your changes.

Update item fields if required

Step 5: Add or edit your reviewer note​

Enter or update a reviewer note explaining your decision or requested changes; this note will be recorded with the latest arrival.

Add or edit your reviewer note

Step 6: Accept the latest arrival​

Use the accept action to approve the latest arrival, optionally including your reviewer note; the status updates to show the item as accepted.

Accept the latest arrival

Step 7: Request changes to the latest arrival​

Choose the request-changes action and provide a required note to explain what needs to be updated; the status switches to indicate changes have been requested.

Request changes to the latest arrival

Step 8: View status badges and requested indicators​

Confirm the effective status and any "requested" badges displayed on the panel to understand whether the item is reviewable or awaiting updates.

View status badges and requested indicators

Use the copy and external link controls to copy reference information or open related documents in a new tab for further review.

Copy key references or open external links

Step 10: Undo or reset unsaved changes​

If you change your mind before saving, use the reset or undo controls to revert field values back to the last saved state.

Undo or reset unsaved changes

Step 11: Delete the schedule item if necessary​

Use the delete action to remove the schedule item when it is no longer required, confirming the deletion when prompted.

Delete the schedule item if necessary

Step 12: Close the schedule item detail panel​

When you have finished reviewing or updating the item, close the detail panel to return to the main schedule view.

Close the schedule item detail panel

Last updated: 2026-08-21