What You’ll Learn

In this guide, you’ll learn how to manage Small Business Reviews in SBCX as a Small Business Specialist (SBS). You’ll see how to:

• Understand your role and responsibilities in the review process.
    
• Access and navigate reviews assigned to you.
    
• Review project details, uploaded documents, and prior comments.
    
• Provide feedback, request revisions, or approve reviews.
    
• Use workflow actions to route reviews to the next step.
    
• Apply tips and best practices to ensure efficient, accurate reviews.

TABLE OF CONTENTS

1. Your Role in Small Business Reviews

2. Where to Find Your Assigned Reviews

3. Tips and Best Practices

Related Articles

1. Your Role in Small Business Reviews

Small Business Reviews are initiated to evaluate market research and acquisition strategies from a small business perspective.

What You Can Do as an SBS

• Access reviews routed to you by contracting officers or program staff
    
• View project details, documents, and prior comments
    
• Provide comments or request revisions
    
• Approve the review or assign it to another reviewer

Need help understanding the tabs and views?
See Conduct a Small Business Review

Workflow Actions You Can Take

Once a review reaches you:

• Approve – Move the review to the next assigned role or finalize
    
• Request Revision – Send the review back with comments
     
• Request a Comment – Ask a clarifying question
    
• Assign to Another Reviewer – Reassign the next step

Each review record is divided into three tabs:

2. Where to Find Your Assigned Reviews

Go to the Small Business Reviews tab from the main menu.

Use these views to locate your work:

• My Reviews – Open reviews assigned to you
  
  

• All Reviews – Finalized reviews for your division

Figure 1. Small Business Review Interface

3. Tips and Best Practices

• Always use the Request Revision option rather than email for documentation tracking
    
• Check your My Reviews regularly to avoid delays
    
• Document reasons for revision requests clearly in the Status tab
    
• Once approved, reviews route automatically to the next stakeholder
  

  
  

Related Articles

• Conduct a Small Business Review
  
  

• Review Roles and Access  

Need Help?

Submit a help desk ticket or email us at: client.support@apexlogic.com if:

• You’re unable to access your assigned reviews
    

• You believe your user role needs updating
    

• You’re experiencing errors with approval workflows