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Submitting a Task for Review

StepsReference

When desired, a user can submit a task for review by selecting the Submit for Review button from the task info pane or left navigation.

A notification will appear at the top of the screen indicating that the review has been submitted  .


From the Author's My Tasks Dashboard the task will be changed, under to In Review

Note: the task will be also be added to Review Tasks, with a status of Available:

  1. Review tasks can only be seen by users with review permissions
  2. A user will not see a task they submitted for review under Review Tasks

From the Reviewers' Task Dashboard the task will be displayed as having a Review Status of Available.

Note: this is different than its' Task Status and pertains to the review only.

Select an Authoring Task to Begin Reviewing

StepsReference

To begin reviewing a task, a user selects the name of any task with a review status of 'Available' from the Review Tasks page. Selecting the task name will change the review status to 'Claimed' and opens the Review view.

The initial view contains a list of concepts that have been intentionally modified, approved, as well as concepts that have inferred changes.

  • Approved Concepts List: If you review a concept but do not wish to provide feedback, you can select   to move the concept to the Approved Reviewed List.
  • Grouping: In addition to table sorting you can also group concepts to display them together. To do this select multiple concepts and select the  button and the concepts will group below the first concept in the group.

  • Display The Details Of Concepts: To display details of a concept in Edit panel, you can select   to populate it into the Edit panel. This will load below the feedback report. If a single concept is selected it will load in the taxonomy by default.


Re-assign a Review to another Reviewer

StepsReference
The Review and Feedback header shows the Task Reviewer. Initially this is whoever claimed the review task when it was first made available for review. The task reviewer can be subsequently changed by the task author if needed (for example to continue a review when the original claimant is no longer available). To do this press the pencil icon next to the Task Reviewer name.

Task Reviewer changes to an editable text box containing the currently assigned reviewer name.

Overtype the current reviewer name to obtain a selection list of matches via type-ahead searching of characters as they are entered (the match text is anywhere in the name).


Choose a name from the list.

Task Reviewer now shows the newly assigned reviewer name. At this point the review has been re-assigned and the original reviewer will no longer see the task in their Review Tasks list; it will however, now be available to the newly assigned reviewer in their Review Tasks list, as if they had claimed the original review.

Reassigned review content

Note that re-assigning a reviewer does not change any previously entered feedback - this is still available for review in the usual way. Any further comments will show the name of the new reviewer.

It is also possible to switch back to the original reviewer, by repeating the process, typing their name (or part of) and selecting their name from the available reviewers list.

This feature also facilitates "round-robin" reviewing, where a number of reviewers can be asked for their feedback in turn, with each one being sequentially assigned as the reviewer by the task author.

Entering Individual Concept Feedback in a Review

StepsReference

To select a concept for feedback (or focus the feedback editor on the concept, select the Submit Feedback button, enter in the desired feedback and select Send Feedback.

In addition to basic text  you may also Request Follow up to provide a notification to the author that a reply is needed to proceed with the review. 

You may also search a concept and add it into feedback as a reference.

Feedback will display in a chat style format with the reviewer and author distinguished by two separate colors

Entering Multiple Concept Feedback in a Review

StepsReference
From the To Review list, first select the concepts that you wish to comment on by checking the selection boxes on the desired entries. You can select all listed concepts at once using the checkbox to the left of the Concept label in the listing header.

Next press the blue Add feedback to selected comments button in the To Review listing header.

The Comments thread view is presented, with a listing of the selected concepts and their associated feedback comments, to the right of which is a Feedback comment entry box.

Enter the desired comment and press the Send Feedback link in the lower right corner of the Feedback comment entry box. This is the same as entering single concept feedback.

A Feedback Submitted header notification is presented, and the entered comment can be seen in the comments thread against each concept shown in the Comments thread panel.


Display new  feedback in a review 

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When a task that is In Review has new feedback, an icon on the dashboard displays. selecting on the  New Feedback icon on the dashboard loads the feedback view. 

Concepts with new feedback are distinguished with a New Feedback Icon. selecting on this icon loads the feedback for the concept.

Filtering only concepts with feedback 


StepsReference


To filter only concepts with feedback select the View Only Concepts With Feedback button

Concepts will be filtered with an option to View All Concepts


Responding to Feedback in a Review

StepsReference

To select a concept for feedback, select the Submit Feedback button, enter in the desired feedback and select Send Feedback.

In addition to basic text  you may also Request Follow up to provide a notification to the author that a reply is needed to proceed with the review. 

You may also search a concept and add it into feedback as a reference.

Feedback will display in a chat style format with the reviewer and author distinguished by two separate colors

Marking a Task as Review Complete

StepsReference

Once a review is complete the reviewer marks the task as Review Complete to updates the task status to Review Complete. 

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