Preview the Details of a ConceptShare Review
Use the Reviews menu on the Task Card to view the details of a ConceptShare Review. You can view information such as Review instructions, tags, start rule, comments, and Review chain details.
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In WorkBook, you must be a System Administrator, an Advanced User, or a Basic User with access to new pages.
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In ConceptShare, you must have an account with an Account Role that has the permission Configure Integrations with Third-Party Applications enabled (set to Yes).
To view the details of a Review:
-
Click
Task Settings
to open the Task Card, and then click
Reviews - ConceptShare
.
WorkBook displays the Reviews grid, which displays the details of all the Reviews in column format. For information about the columns in the Reviews grid, see Reviews Grid. -
On the
side toolbar of the
right pane, click
Toggle Review Details
.
WorkBook displays the following tabs:- Review Details
tab: displays more detailed information about a Review that you select in the Reviews Grid, which includes its name, status, instructions, due date, start rule, auto approve rule, tags, asset thumbnails, number of comments per asset, and participant information and their Review action.
- Comments
tab: displays all of the comments that are made on the Review that you selected in the Reviews Grid.
- Review Chains
tab: displays all of the Reviews within the Review chain that is related to the Review that you select in the Reviews Grid. Each Review in the chain is displayed in a Review card. The card for the selected Review is highlighted. Review cards are arranged in the order that they are created. You can click through the Review cards to see more information. The Review Chains tab provides the following functions:
- Launch Review
- Edit
- Minimize Panel
- Launch Review
Note: If you have highlighted a Review in the Reviews Grid that is not part of a Review chain, it still is displayed in the Review Chains tab. - Review Details