Reviewing a Workflow

When reviewing a Workflow a Reviewer can add comments to any nodes or the whole Workflow for the owner to action.

All the comments display the user's name and are date/time stamped, a notification displays if the comments have been edited.

Note - It is not possible to make any changes to the layout.

Add Comments to a Workflow Node

From the main Dashboard select Review.

All Workflow Review requests display.
From the list select the Workflow to review.
Optionally, to preview the Workflow select Preview from the toolbar.
Select a Workflow Node to add comments.
Select Node Comments from the toolbar.
The Node Comments pop-up displays.
Select New Comment from the lower right hand section of the pop-up.
The New Comment pop-up displays.
Add a comment.
Select OK to update.
The Node Comments pop-up refreshes with the new comment.
If you need to make any changes, select Edit to amend or Delete to remove.
Select X in the top right hand corner of the Node Comments pop-up to close.
The Node displays a Speech Bubble to the left to indicate it has comments against it.
Repeat as required.
From the toolbar select Save before exiting.

Select the Workflow Comments from the toolbar.
If the toolbar displays Node Comments select the workflow background to refresh.
From the Workflow Comments pop-up select New Comment.
Enter a comment and select OK to add.
From the toolbar select Save before exiting.

Note - You can only edit comments you have made.

Select the Node from the workflow.
Select either Node Comments from the toolbar or the Speech Bubble to the left of the node.
The Edit Comment pop-up displays.
Make any changes and select OK.