Creating Review Matrix Rules
The Review Matrix is a rule engine that automatically assigns the right reviewers to a document based on its attributes (discipline, type, zone) when a review workflow is started. Instead of the initiator manually selecting reviewers for every submission, the matrix handles it — ensuring consistent, policy-compliant reviewer assignment.
How rules are applied
When a workflow instance is started for a document:
- The system evaluates all active Review Matrix rules against the document's metadata (discipline, document type, zone).
- Rules that match add their configured reviewers to the appropriate steps in the workflow.
- If multiple rules match, their reviewer lists are merged (see Conflict Resolution).
- If no rule matches, the step falls back to open assignment (the initiator assigns manually) or to the template's fixed assignment.
Creating a rule
- Go to the Review Matrix tab in your project.
- Click New Rule.
- Configure the rule:
Match criteria
A rule activates when all specified criteria match the document being submitted:
| Criterion | Options |
|---|---|
| Discipline | Any configured discipline code, or Any (matches all disciplines) |
| Document Type | Any configured document type, or Any |
| Zone | Any configured zone, or Any |
Leave a criterion as Any to make it non-restrictive. A rule with Discipline = Any, Type = Any, Zone = Any matches all documents — useful as a catch-all default rule.
Example match criteria combinations:
| Rule name | Discipline | Type | Zone |
|---|---|---|---|
| Structural drawings — all zones | STR | Drawing | Any |
| MEP spec — Zone A only | MEP | Specification | Zone-A |
| All documents — QA review | Any | Any | Any |
| Civil drawings — For Construction | CIV | Drawing | Any (with stage condition if available) |
Reviewers
Add one or more reviewers (project members) to the rule. These are the people who will be added as assignees to the review step when the rule matches.
| Field | Description |
|---|---|
| Reviewers | Search and select members. Multiple reviewers can be added. |
| Approval requirement | How many of the listed reviewers must approve (see Approval Requirement Modes) |
| SLA days | The step SLA (in calendar days) when this rule assigns a reviewer. Overrides the template-level SLA for this step when the rule applies. |
Rule scope
| Field | Description |
|---|---|
| Scope | Project — applies only to this project. Organisation — applies across all projects unless a project-level rule overrides. |
| Active | Only active rules are evaluated. Deactivate without deleting to temporarily suspend a rule. |
- Click Save.
Testing a rule before going live
Use the Test Rule feature (the Test button on the rule) to simulate which reviewers would be assigned for a specific document:
- Click Test on the rule.
- Enter a document's discipline, type, and zone.
- The system shows which rules would fire and which reviewers would be assigned.
Test rules before activating them to confirm they assign the right people for your expected document combinations.
Rule management
| Action | How to |
|---|---|
| Edit | Click the rule → make changes → Save |
| Deactivate | Toggle Active to off |
| Delete | Click ⋮ → Delete (only rules with no history can be deleted; deactivate instead for used rules) |
| Reorder | Rules are evaluated regardless of order — all matching rules fire. Reordering does not affect which rules apply. |
What's next
- Approval Requirement Modes — any one, all must approve, or majority
- Conflict Resolution — what happens when multiple rules match
- Testing Your Matrix — validate the full matrix before project go-live