Working in an Item Analysis Review task as an assignee

Review tasks allow you to inspect an item list on an item-by-item basis. Item Analysis Review tasks allow assignees to view and comment on the items provided in the task. Assignees can also view other assignees’ comments on each item.

NOTE: Only users with the Review Assignee permission can work in Review tasks. Assignees who are also users with a Manager permission also have task manager abilities for all respective task types, read Working as a task manager and 'Tasks permissions' in Creating a new role for more information.

This article explains how to work in an Item Analysis Review task as an assignee.

In this article

1. Open the task

NOTE: If you have both Assignee and Manager permissions, select Own Tasks on the All Tasks / Own Tasks toggle to only see tasks that are assigned to you.

On the Tasks list, select the Review task you want to work on. The task details panel displays the task’s description and doughnut charts representing the number of submitted items and days until the deadline. You can also download attachments if the task has any. For more information, read About the Tasks screen.

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TIP: To find a specific task, you can search, order, and filter the Tasks list. For more information, read ‘Finding tasks’ in About the Tasks screen.

Select Open Task to open the Item Review screen and start working on the Review task. This changes the task’s status to In progress.

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2. Preview an item

The Item Review screen contains all items in the associated item list. Items are displayed in the test driver, allowing you to see the items from a candidate’s perspective.

Use the item information panel to view the item’s settings.

Icon Setting Description
Item Tags

View the item’s assigned tag groups and tag values. For more information, see Using tags in items.

Item Tag Collections View the item’s assigned tag collections. For more information, read Using tag collections in items.
Citations View the item’s citations. For more information, see Adding citations to an item.
Comments View the item’s comments left by all users assigned to the task.
Candidate Feedback

View any candidate feedback that has been added to the item. For more information, see Adding candidate feedback to items.

Select Undock to pop out the dialog windows for any of the available items further information. Select and drag the dialog window to move it around the screen.

Select Dock to return the dialog window to the right-hand side panel.

Select an item breadcrumb on the item navigation panel to go to another item.

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Alternatively, you can enter a specific item number into the Go to item field to navigate directly to that item.

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If an item is in an item set, you can enter a decimal (such as 1.3) in the Go to item field to navigate directly to that item.

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You can also select Previous and Next to move through the item list.

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Item’s correct answers are always denoted by a green tick.

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Flagging items

You can flag items to mark them for an action at a later time. As lead assignee, you can see all assignees’ flagged items.

3. Submit a comment

IMPORTANT: After a final decision has been made on an item, it is no longer available for assignees to review.

In Item Analysis Review tasks, assignees comment on the quality of items.

Select Submit Comment to open the dialog box.

Enter your comment (maximum 4000 characters) and select Submit to post your comment.

To edit your comment, select Submit again. Select Cancel to exit the Submit Comment dialog.

Select Comments to open the Comments dialog and see the comments you and other assignees have left on the item.

Items you have submitted a comment for display a tick on the corresponding item in the item list breadcrumbs.

NOTE: You can repeat this process to change a comment as many times as necessary before the task is finalised or expires.

4. Close the task

Once the task is completed, you can close the Item Analysis Review task.

Select Return to Tasks to close the task and return to the Tasks screen.

5. Complete the task

Select Complete Task in the task details panel when you are satisfied that the task is complete.

This submits all of your comments to the items, allowing other assignees and lead assignees to see your comments.

Marking a task as incomplete

You can mark a task as incomplete if you incorrectly select Complete Task or the task needs to be reopened for further work.

NOTE: This form is to provide feedback to help improve the Surpass Help documentation only. If you need live support, contact support@surpass.com.