Review Roles and Access

Modified on Thu, 14 Aug at 6:41 PM

What You’ll Learn

Who can create, view, or approve Small Business Reviews
What actions are available based on your role
How to manage the routing process

TABLE OF CONTENTS

1. Overview

2. Review Roles

3. Views and Filters

4. Review Sections

5. Next Actions (for Reviewers & Approvers)

6. Who Can Assign or Reassign Reviews?

1. Overview

The Small Business Review (SBR) tool in SBCX supports collaboration across government users by assigning different roles and access levels. Depending on your role, you may be able to initiate, revise, assign, or approve reviews.

Figure 1. Small Business Reviews can be sorted by User or OPDIV

2. Review Roles

Role	What They Can Do
Creator	Starts a Small Business Review; can edit and submit for approval.
Reviewer	Can comment, request changes, or escalate the review to another user.
Approver	Can finalize a review; selects a Next Reviewer if routing is required.
OSDBU Admin	Manages workflow routing and can reassign reviews across users or divisions.

Your assigned role is based on your account permissions in SBCX. These are set by a government administrator.

3. Views and Filters

SBCX provides filters based on your activity and role:

View	What It Shows
My Reviews	Reviews you created or are assigned to.
All Reviews	All finalized reviews visible to your role or division.

Use these views to find reviews quickly based on your responsibilities.

4. Review Sections

Each Small Business Review is organized under three tabs:

Documents – Uploaded market research or planning files
Summary – Project and acquisition details
Status – Workflow history, comments, and approvals

Figure 2. Small Business Review approval

5. Next Actions (for Reviewers & Approvers)

When it's your turn to act on a review, available actions include:

Approve – Finalizes the review or routes to the next approver
Request Revision – Sends it back to the creator for updates
Request a Comment – Adds a comment or question without rejecting
Assign to Another Reviewer – Reassigns the review to a new contact

Only reviewers with proper permissions will see all options above when available.

6. Who Can Assign or Reassign Reviews?

OSDBU Admins can assign or reassign reviews at any time (after creation)
Approvers can select the next reviewer when forwarding a review
Creators may see limited options for assigning depending on access

Figure 3. Small Business Specialists can reassign reviews

Conduct a Small Business Review

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