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Assigning reviewers
- Robert Alexander Marshall
Overview
In a content review, you will sometimes be able to assign, reassign and unassign reviewers.
How do I know if I can assign reviewers?
Look for the + Add reviewer button next to the Approve and Reject buttons.
If reviewers are already assigned, the add reviewers option is simply a “+” symbol.
The option to manually assign reviewers using the workflow popup, is only displayed if the named approval (content review) is configured as assignable in the workflow
Assigning reviewers
Click the + Add Reviewer button on the workflow popup – you will be presented with a search screen like the one shown below.
Searching
You can search by full name, username, or email address.
You'll usually need to type two or more characters before the results will appear.
Assigning
When you've found who you're looking for, click the grey button on the right to assign them to the review.
If you need to leave a note for reviewers, click the Add a note link and enter your note. They'll see it in notifications and emails.
Saving changes
To save the assignments, click the blue Assign button – you'll see the assignees on the workflow popup
Note
Comala Document Management will suggest assignees that are specified in the user, group, selectedapprover or selectedapprovers parameter on the approval macro. If these parameters are not specified, recent contributors to the page will be suggested.
the number of possible assignees listed will be a maximum of 15
if the possible assignees specified using the
user,group,selectedapproverorselectedapproversexceeds the default number of 15 then you will have to perform a search
You can edit the default number for the list of possible assignees in the Global Advanced Configuration.
Unassigning and reassigning reviewers
To reassign or unassign reviewers, return to the assignment search screen by clicking the small "plus" button next to the list of the assignees (see the previous screenshot).
Unassign
Hover over the listed assignee "check" button. Click it to remove the assignee.
Choose Unassign to confirm.