Working in an Individual Review task as an assignee

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.

Review tasks allow you to inspect an item list on an item-by-item basis. As an assignee, you can edit items. In an Individual Review task, all assignees work on their own versions of task items. This means you cannot see your teammates’ work. Only lead assignees can view other assignees’ item versions.

This article explains how to work in an Individual Review task as an assignee, including how to edit and submit items.

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.

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.

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.

Navigating between items

There are multiple ways to navigate between items in the task.

Viewing the item’s settings

Use the item information panel to view the item’s settings. Expand the following section for more information.

Flagging items

You can flag items to mark them for an action at a later time.

3. Edit the item

Select Edit Item to go to the Edit screen.

You can edit question stems, answer options, media, tools, and item settings. For more information on editing items, read Creating items.

IMPORTANT: You cannot change workflow statuses in a Review task. Workflow statuses are controlled by task manager at the point of task creation. For information about workflow statuses in Individual Review tasks, read Creating a Review task.
NOTE: If item language variants are enabled, the Edit Item button is unavailable for items that do not have a language variant for the task’s designated language. Only lead assignees are allowed to edit tags, tag collections, and enemy items of language variants. For more information on language variants, read Creating and managing language variants.

About tracked changes

Task managers can enable tracked changes at the task creation stage to record certain text edits made to items as part of the task. Additions and deletions are colour-coded by user and tracked in question stems, answer options, and the Candidate Feedback field.

4. Submit the item

You must save your item before you can submit it. To save an item, select Save . Saving your items allows you to leave the task and return later to continue working.

The original item remains locked for editing in Item Authoring until the task is finalised by a lead assignee or manager.

When you have saved your item you can submit it. Select Submit Item to mark the item as complete and make it available to the lead assignee. When an item is submitted, you can no longer edit it.

The item’s breadcrumb updates to show that the item has been submitted.

If you need to work on your item again, select Revoke Item to make it available for editing.

WARNING: Unsubmitted item versions are removed when the task is finalised. Ensure that all relevant items are submitted before the task is closed.

5. Close the task

After submitting all items, you can close the Review task.

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

6. Complete the task

Select Complete Task  in the task details panel once you have closed the task.

This changes the task’s status to Complete.

Marking a task as incomplete

You can mark a task as incomplete if you incorrectly select Complete Task or the task needs to be worked on again.