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Review Manager - How to Use

How to perform Review Manager tasks, such as starting a review, requesting edits, reassigning a review, and accepting reviews.

Start a review

To start a review on a page, in the Toolbar, click on Review > Start a Review.

start_a_review.png

Fill out the form and click Submit.

  • User or Group (required)
    • Type in user or group and select from the autocomplete dropdown.
  • Section (optional)
    • Expand the table of contents and select the section of the page that needs reveiwing.
  • Comments (optional)

start_a_review_form.png

Request edits on a review

This is used when the reviewer needs additional edits before they can review the page and approve it.

As a reviewer, visit the page with the requested review and click Request Edits in the Review Banner.

request_edit.png

Fill out the form, add comments if necessary, and click Update.

request_edit_form.png

Reassign a review

As a reviewer, you can visit the page with the requested review and click Reassign in the Review Banner.

request_edit.png

Type in a new user or group, select from the dropdown, add a comment if necessary, and click Update.

reassign_form.png

Accept a review

As a reviewer, visit the page with the requested review and click Accept in the Review Banner.

request_edit.png

Type in a comment if necessary and click Update.

accept_form.png

View all open reviews on the site

The Review Queue can be accessed from the Toolbar under Review > Review Queue.

start_a_review.png

The Review Queue can also be accessed from the Dashboard under Dashboard > Content Tools > Review Queue.

review_queue_in_dashboard.png

View my reviews (assigned or requested)

In the Review Queue, click the My Reviews tab.

my_reviews.png

View closed reviews

To view closed or archived reviews, click the Archived tab

archived_tab.png

Filter review queue

You can filter to a path on the site by expanding Filter Reviews and clicking Filter by location.

 filter_reviews.png

In the open dialog, drill down to the desired path and click OK.

filter_reviews_tree.png

Download review report

To download a report, click on the All Reviews or My Reviews button at the bottom of the Review Queue.

review_queue_download.png

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