Review Templates
A review template is a named set of review checks: each with its severity and its acceptable, fallback and unacceptable positions. Saving one turns a review you have already tuned into a standard you can run again without retyping it.
Where the save control lives
Save as template appears in exactly two places, and both are on the Document Review home while you are configuring a run.
The bar above the checks
Save as template sits here, beside Regenerate, above the checks the run will use.
| Where | What it saves |
|---|---|
| The bar above the checks list, after Ask Judicio has generated them | The ticked checks from that list |
| The bar inside an opened Smart Suggestions card | The ticked checks on that card |
In both places the button is disabled while nothing is ticked, so an empty template cannot be created by accident.
It is not on the results screen. A finished review is a record of one document; a template is a standard for the next one, and the place to shape that standard is where you are shaping the checks.
Saved templates are not offered on a template card either. Those already are templates: their panel offers Edit template instead, which opens the template on the Templates page.
Saving one
Save as template opens a modal titled Save as template. For an organisation account it runs in two steps, shown as a progress pair at the top.
Step 1: Review template
| Field | What it does |
|---|---|
| Template name | Required. The name the card will carry |
| The item count | How many checks the template will hold |
| The check list | Each check, with controls to edit or delete it |
| Add review check | Adds another check to the template before saving |
Editing a row in this modal opens a small form with a title, a description and a priority dropdown offering MUST, SHOULD and NICE TO HAVE. Your criteria and any other per-check settings ride along untouched, so an inline rename never quietly drops them.
The footer holds Cancel and Save and continue. On an account with no organisation there is no second step, and that button reads Save template instead.
Step 2: Visibility
Who can see this template? offers two answers.
| Option | Who gets it |
|---|---|
| Personal | Only you can see and use this template |
| Organization | Shared with your organisation members |
Choosing Organization reveals Share with:, offering All members or Specific members. Picking Specific members lists your organisation's members with a tick box each.
The footer holds Back, Cancel and Save template. Judicio confirms with a toast when the template is saved.
Using a saved template
Open Templates in the mode panel. The section is headed Start from a template, and three pills filter it.
| Pill | What it holds |
|---|---|
| Judicio templates | Templates Judicio ships. Listed first, because they are the only category guaranteed to hold something on a new account |
| My templates | Templates you saved |
| Shared with me | Templates your organisation shared with you |
Each card names the template, describes it, and counts its checks. Click one to open its panel, headed Saved template.
A template runs every check it contains. Its checks are shown read-only in the panel, and the panel says so: to change what is included, use Edit template. Set Deep Mode if you want it, then click Start review.
Changing a template
Edit template in the open panel takes you to the Templates page with this template selected. Two icon buttons in the section header go to the same place: Create template opens the Templates page ready to create a Document Review template, and Manage templates opens the Document Review templates list.
Everything about editing, sharing and deleting a template lives there. See Templates.
Building a good template
- Give every check its three positions. A check with only a description asks a question. A check with acceptable, fallback and unacceptable positions states a standard, and Judicio can tell you which one the document landed on.
- Reserve MUST for what really is a must. Severity is how you triage 60 findings down to the six that matter, and it stops meaning anything if everything is critical.
- Start from a run you have already tuned. The fastest way to a good template is to run Ask Judicio once, correct what it wrote, then save the corrected set.
- Name it for the document type. A card grid is scanned, not read.
Next steps
- See how checks are written and edited
- Manage every template in one place
- Share a template with your organisation