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.

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.

Note: 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

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, selectedapprover or selectedapprovers exceeds 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.


On the same screen, you can add new reviewers too – see Assigning Reviewers section above for details.


See also

User Guide

Reporting Guide

Workflow Authoring Guide

Administration Guides


‹ Back to Content Reviews