Overview
The Review tab contains Q&A pairs and Documents that currently need to be reviewed for accuracy by the content owners. They may be there as part of a regularly scheduled review or an on demand review.
As with the Library, filters are provided on a facet on the left side of the screen with the cards on the right. The number of pairs in review is listed on the tab.
Review Tab Filters
Customizable filters appear on the facet on the left side of the page. Click the Settings icon to view them.
- Click the Add icon to add a filter or the Remove icon to remove one. You can click and drag the handles to change their order.
- Click the Search icon to look for a specific filter.
- Click Apply to apply your choices.
- Your choices are sticky, meaning that they will stay the same every time you access this page until you change them.
- Users with Edit and Moderation access have the Apply To All Users option which sets the choices as the default filters for all users.
- Click View All to see all the filters you can combine for different filter options.
- For example, you can select a tag, and then select multiple project names to see all the Q&A pairs with that tag in those projects.
- As you select the filter criteria, the number of results appears on the green button. Click it to see the results of your filters.
- Each filter you use can be expanded to see all the options it has. For example, click Project Name to see a list of the projects.
- You can search for a specific project, and sort the results in ascending or descending order alphabetically or by the number of Q&A pairs in the project.
- At the bottom of each filter is a link View All link. Click the it to see the list of options for that filter.
- Click Expand
or Collapse
to display or hide the list of filters.
- Your filters are listed at the top of the page, where you can save and share them.
Review Tab Cards
The Q&A pairs that need to be reviewed appear as cards on the main section of the Review tab.
- A header appears above the cards. The left side of the header includes the Select All checkbox, which allows you to select all the listed Q&A pairs and files. The right side includes the following:
- Expand all the cards.
- Specify the sort order for the listed Q&A pairs and files.
- Customize the metadata shown for the listed Q&A pairs.
- Click the Add icon to add a filter or the Remove icon to remove one.
- You can click and drag the handles to change their order.
- When you are finished, click Apply or Apply To All Users.
Each Q&A pair appears on a card:
- Click the checkbox to select the card
- Red exclamation point icon appears when a review is overdue
- Question
- Click to mark the card as one of your favorites
- Click to flag the Q&A pair
- Click to add or see comments
- Click the Edit icon to edit the Q&A pair and its metadata.
- You can change the question, response, metadata, privacy information, owner, custom field values and more.
- When you are finished, you can click Save to save your changes back and leave the Q&A pair in review, Complete Review to save your changes and remove it from review.
- More Options menu, including Properties, Activities and Delete
- Metadata for the Q&A pair
- Used count
- Click to see the Related Content pane, which displays any related content and allows you to add it
- Click to display the View Properties pane, which displays the file properties, comments, and linked answers
- Click to display the privacy settings
- Click to edit the answer
Note: If you do not have edit permission, you can only copy the answer. - Click to copy the answer
- The answer
- Tags. If you have edit permission, you can click the
icon to add tags
- Reviewers. If no reviewers have been assigned, you can click the
- User who last changed the Q&A pair or its metadata, and the date of that change. You can click on it to see the full name of the user, and you can click the envelope icon to send them an email if you have edit permission.
- Mark the review as completed and accept any changes to the Q&A pair. The new version will be stored in the Content Library. The date that the review is due is displayed below. If this is red, the review is overdue.
Bulk Actions
To perform the same actions on multiple cards, select one or more checkboxes, or click Select All.
Note: For more information about bulk actions, see Applying Bulk Changes to Content in the Library.
You can then:
- Add or change the tags, privacy settings, and owners quickly by clicking the corresponding icon.
- Use the More options menu to:
- Update the moderators
- Perform advanced bulk updates (for example, changing the metadata, moderators, review dates, review process, privacy settings, and response headers for the selected cards)
- Search the cards and replace text in them
- Format the content
- Delete the selected cards
- Click Complete Review to complete the review for the selected cards.
View Properties Pane
The View Properties pane displays on the right-hand side of the page.
The View Properties tab is displayed by default. Click > to scroll through the other tabs, which are:
- Comments: See and add comments to the card
- Related Content: See and add linked answers for the card
Click X to close the pane and to open it in a new window.
All Content/My Content Toggle
- Q&A pairs on the Review tab can be filtered to display either content awaiting review by the user in the My Content view, or all content in the All Content view.
- You can drill down the list to view content specific to a user by clicking All Content, then clicking the count beside the user.
- You can use the Search to find users, and the Sorting options to sort the user list to suit your preference.
- Click the My Content to filter the view based on the content’s due date.