Adding comments to a Workflow and finishing a review

When reviewing a Workflow using the review tile, it is not possible to make any changes to the layout. However a Reviewer can add comments to any nodes or the whole Workflow for the owner to view and act upon if required.

To add comments to a Workflow:

• Using the Review tile, select a Workflow to review.

To preview the opened Workflow, use the Preview icon off the menu. This will aid in providing comments back to the owner.

• Select a Workflow node to add comments against.  A selected node is denoted with a green dotted line.

• Select the Node Comments icon that appears on the menu.

The Node Comments pop up window appears:

• Click the New Comment icon in the bottom right hand corner of the pop up. This opens a new window to start recording comments.

• Add text and click OK once complete.

The Node Comments window then updates with the new comment.

• Click X in the top right hand corner of the Node Comments window to close the window after finishing with the comments.

The Node then displays a speech bubble in the top right hand corner, to indicate it has comments against it.

• Repeat as required on other Nodes.

To Add a comment against the whole Workflow:

• Click anywhere on the Workflow background.

The Node Comments icon changes to the Workflow Comments icon.

• Add a comment using the same method as above, and click OK.

(The comments indicator is always visible in the top right hand corner of the Workflow design page)

• Click Save If you have only partially reviewed the Workflow and wish to continue reviewing at a later date.

• Or, click Finish Review once all comments have been made. This closes the Workflow and sends an email to the owner notifying them that the review process for this Workflow has finished.

If Finish Review has been selected, the Workflow status will now be reverted back to Draft mode, so the owner can start editing the Workflow if required

If required, the owner of a Workflow can now edit and add to the comments in response to the review and can set the status of the Workflow back to Review again. The cycle then repeats.

Note: Comments are only visible to the Reviewer and Owner and are not visible when the Workflow has been published.

Viewing comments in a workflow in response to a finished review (Owner)