Swimlanes - Reviewing Items

Swimlanes (also known as Review Workflow) are set up to define the Review Process of Items.  This feature is User defined whereby Authors and/or Editors are able to comment and edit Items.

Setting Up Swimlanes 

Go to: Admin, Configuration, Swimlanes

• Enter the Swimlane Name (maximum 30 Characters)
• Enter the Swimlane Description
• Select the user tags that will have access to this Swimlane
• Click on Add to Save the changes

Users and Swimlanes

The Allowed for User with Tags can limit the Swimlane to only users who have the tag(s) assigned to the swimlane:

The user tag is assigned in Admin / Configuration / Users - User Tags

The swimlane tag is assigned in Admin / Configuration - Swimlanes

Marking Items for Review - option 1 - Individual Items

• Go to Items
• Select the Item Bank
• Select the Item
• Select the About Tab

• Change the Status of the Item to Review and then click on Save and Exit.

Marking Items for Review - option 2 - Bulk Item Editor

For changing the status for many items refer to the article: Bulk Item Editor

Reviewing Items

• Go to Items
• Select the Item Bank
• Select Review

Please refer to the  Swimlanes - Setup and User Management article for more information about the Submit Rules.

Add an Item: 

Bulk Move items

Items can be selected and moved in Bulk to another Swimlane.

• Select the items by checking the check box to the right of the item name.
• Click on Move selected items.
• Select the Swimlane from the drop down menu.

Item Review

NOTE: When using Swimlanes with User Tags - the user will have predefined limits to the Items available in the Review.

• Click on the Item Name / Item ID 

• Click on Assignee to assign the Item to a User (Assignee).

 

• Move the Item to another Swimlane by changing the Review Status.

• Leave a Comment about the Item.  

Note: Comments can be viewed at the bottom of the screen.

• Click on Go to Item Editor to edit the Item in the Item Editor

Note: After selecting the Save and Exit option the user will be returned to Items / Review

Converting the Item to Active (this will change the status of the Item from Review to Active)

NOTE: This option if only available for Swimlanes that do not have any Rules Defined.

• Click and Drag the Item to the last Swimlane and click on Convert To Active