Manual assignment of reviewers

Overview

A content review may be

  • undertaken by anyone with view permission for the page
  • assignable to one or more users
  • preassigned to specific users

Assignable content review

  • a user will be able to manually assign, reassign and unassign one or users as a reviewer using the workflow popup UI

The + Add reviewer button is added to the /wiki/spaces/CDMCD/pages/614009877 If the content review is assignable.


Until a user has been assigned then anyone with view and edit permission for the page can undertake the review.


A user assigned as a reviewer will require at least View permission to undertake the approval decision. 

Manually assigning a reviewer

Click the + Add Reviewer button in the popup.



You can search by full nameusername, or email address or select from the contributors suggested by Comala Document Control.


When you've found who you're looking for, click the checkbox on the right of the user name and avatar.

Choose the blue Assign button.

You will see the assignee avatar added to the popup.


Assigning a reviewer to a content review will disable the Approve and Reject buttons for all other users, including space and Confluence admins.

  • all assigned reviewers must undertake and agree the approval decision before a state transition occurs
  • before a transition occurs an assigned reviewer can be unassigned if they have not yet undertaken an approval decision

The assignee will also see an on-screen message notification on viewing the page.

Individual reviewer approval decisions are displayed in the workflow popup prior to all reviewers undertaking and agreeing the approval decision.



Assigned reviewers can undertake the approval decision if they have View permission or View and Edit permission for the content.

Pre-assigning a reviewer to an assignable content review

A Comalatech workflow can pre-assign one or more users as a reviewer. Pre-assigned reviewers are added to the workflow popup in the content review state.


In some content reviews with mandatory reviewers assigned by the workflow,  additional users can also be manually ssigned as reviewers using the workflow popup.

Both pre-assigned and assigned reviewers can undertake the approval decision if they have View permission or View and Edit permission for the content.

Workflow pre-assigned users cannot be unassigned by a user using the workflow popup.

Unassigning reviewers

Users can be assigned as additional reviewers and existing reviewers, if they have not yet undertaken the approval, can be unassigned.

Assignment of reviewers can be undertaken by users with Admin permission or View and Edit permission. Note that assignees with View permission can also assign and unassign users as reviewers whilst they are assigned as a reviewer to the approval.

Unassign

To reassign or unassign reviewers, return to the assignment search screen in the pop-up.



Hover over the blue checkbox. Click it to remove the tick and toggle the checkbox to grey.

Choose the Unassign button to remove the reviewer. The user avatar will be removed from the workflow popup. 

If all the reviewers are unassigned from the content review then the approval can then be undertaken by any user with view or edit permission for the page or blog.

Some approvals include the requirement that a minimum number of reviewers undertake an approval decision and agree to approve or reject for the transition to occur.