Review flow configuration

 

Configure a review stage

For each review stage, you will be configuring who does the reviewing; the email being sent for the invitation to review; which fields are displayed and editable; informational content about the review; and what happens with proceed and stop action button on the review page.

  1. Go to Settings > Review flow
  2. Create a New review stage
  3. Give the review stage a name. This is for manager reference only
  4. If this stage is the first in a review flow, check Stage is started by entry submission
    1. In this case set whether the stage applies to all categories, or to only one or some categories
  5. Choose whether the review is to be by a manager, or by a person nominated in the entry
    1. For a review by manager(s), check all the managers that should be given the review task. Note that if more than one manager is tasked with the review, only one needs to complete it— once one manager has reviewed it is then locked and another manager cannot change the review. If you require e.g. two managers to review, then set up two review stages sequentially (you might also consider a qualifying judging stage instead)
    2. For a review by a person nominated in the entry, a name field and an email field are required amongst the entry fields
  6. If you have a notification prepared for this review stage already, select it under Send stage start notification— otherwise leave that blank and you can come back and add it later. If reviews are by a manager you can choose not to send a notification
  7. On the Review page tab, select which fields to show to the reviewer. Field access is a list of all entry fields in tab/sort order
    1. For each field to be displayed for review check the Read box
    2. If the reviewer should be able to edit a field, check the Write box
    3. If the field must be completed by the reviewer, check the Required box
  8. If you have information content already prepared in a content block for this review stage, select it under Content block— otherwise leave it blank and you can come back and add it later
  9. Configure the Proceed/Stop tab
    1. Set a label for both Proceed and Stop action (e.g. Approved, Accepted, Checked, etc). The Proceed/Stop button label is the text which the reviewer will see. The Proceed/Stop status is the text which the manager will see on the entry
    2. Moderation approval can be set automatically with the proceed action by checking Apply approved or rejected status
    3. The proceed action can Start another stage if there is one that should follow

Create review notifications

  1. Go to Settings > Notifications
  2. Create a New notification
  3. Choose the Review stage started trigger for notifications that can be sent when a review stage starts
  4. In the message body, use the {review_url} merge field to include a link directly to the review page. The entry review page is visible to anybody with this review link
  5. You can then return to the review stage configuration to set this notification to be sent

You can also refer to general instructions for configuring notifications.

Add informational content to review pages

  1. Go to Content > Blocks
  2. Create a New content block
  3. Choose the content location Review flow page
  4. After creating and saving your content, return to the review stage configuration to choose the content block to be displayed on the review page

NB: You can have different content blocks for each of your review stages— they will all have the Review flow page content location.

You can also refer to general instructions for content configuration.