Swimlanes - Setup, User Management and Submit Options

In Assess.ai, high-quality items undergo a meticulous Review process that is organized into distinct stages.

Each of these stages is visually represented as swimlanes in a Kanban board within Assess.ai, allowing for a clear and organized workflow. The swimlanes help users to easily track the progress of items through each review stage.

Furthermore, Assess.ai includes an automatic submit feature, which can be customized for each swimlane. This feature automates the transition of items from one stage to the next based on predefined criteria, streamlining the review process and ensuring efficient progression through the various stages.

Setting up Swimlanes

Go to Admin / Configuration 

Scroll down to Swimlanes

Adding a New Swimlane:

• Enter the Swimlane Name
• Enter the Swimlane Description
• Select the user tags that will have access to this Swimlane
• Click on Add to Save the changes

Establish the Submit Criteria for Submitting in Review: 

Rules can be defined to manage the submission of reviewed items in a Swimlane.  The following actions can be defined:

 

ACTION	ON SUBMISSION
Move to Next Swimlane	Move items in This Swimlane to the next Swimlane
Change Status	Change to status of the Items in This Swimlane
Change Source value	Change the Source values of the Items in This Swimlane
Change depth of knowledge value	Change the Depth of knowledge value of the Items in This Swimlane
Change custom field value	Change the Custom Field values of the Items in This Swimlane
Rename item name	Rename the Items in This Swimlane

Swimlane Submit Workflow

Refer the to article Swimlanes - Reviewing Items for more details on Reviewing Items.