Overview of Content Review Flow
You can set designated reviewers for content on Kipwise and we will
automatically remind reviewers to review the content in pre-set intervals
(e.g. every 6 months) to ensure content is up-to-date.
We will also notify the reviewers when teammates created content in folders
that they don't have review rights in or when they manually requested for a
review. So reviewers can help to verify the content to ensure they are
accurate.
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Note: This Content Review Process is only available for Professional Plans and
Enterprise Plans clients.
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## A. Displaying review status
### 1\. For an approved Page
Its icon would be a blue check mark. See how it will look like:
(i) on the web platform search results page
(ii) The actual Page on the web platform
(iii) the search results in Slack:
### 2\. For a card that is "To be reviewed"
Its icon would be a grey exclamation mark. See how it will look like:
(i) on the web platform search results page
(ii) on the actual Page on the web platform
(iii) in the search result on Slack
You can always click into the reviewer settings of a particular Page to see
when it was last approved and by who.
## B. How to set a reviewer?
### (i) Controlling who has reviewer right
For each top-level folder, you can configure who in your team has reviewer
right for that folder (please note only teammates with "owner" right can
change the permission settings of a folder).
To do that,
1\. Click on the more option (`...`) button at a top-level folder, select
Permissions...
2\. Select can approve or owner for the users you would like to grant reviewer
right to
- Owner \- can change the permission settings of the folder and can approve and edit content in that folder
- Can approve \- can approve and edit content in that folder but cannot change the permission settings of the folder
- Can edit \- can edit content in that folder but cannot change the permission settings of the folder and cannot approve content in that folder. For content that they created, it will be automatically be marked as "to be reviewed" and need to be approved by someone who has reviewer right.
- Can view \- can view content only.
## (ii) Setting designated reviewer for individual Page
When publishing a new page, if the creator has reviewer right for that folder,
he/she will be pre-selected as the reviewer (with the option to update it to
anyone who has reviewer right for that folder).
If the creator doesn't have reviewer right, then he/she must select a reviewer
from the reviewer list before the Page can be published to ensure every Page
must have a designated reviewer.
Anyone who has edit right of a Page can also update the reviewer for a Page at
any time by going to the reviewer setting of an existing Page and select a
reviewer from the pre-approved reviewer list for that folder.
##
## C. Setting the review interval
To help ensure your content is always fresh, you can set a time interval where
our system will automatically remind the designated review to review the
content.
The default interval set by our system is 6 months. And anyone who has edit
right for a Page can change this when creating a new Page or by going to the
reviewer setting of an existing Page.
##
## D. When will the reviewer receive a notification to review a Page?
There are 3 scenarios where reviewers will receive a notification (both on our
platform and on Slack) to review a Page:
### 1\. When a Page has not been reviewed for a pre-set interval and thus
expired
For example, when you set the review interval as 3 months and the Page has not
been reviewed for 3 months, then the designated reviewer will receive a
notification.
### 2\. When a teammate manually requested for a review
At any time, when a teammate feels that something might be wrong in a Page,
they can manually request for a review.
Note: To avoid being too noisy, you won 't receive a notification on Slack if
you manually request for a review for a Page that you are the reviewer
yourself. But you will still see the pending review if you go to the " To
Review " section on Kipwise web portal.
### 3\. When a teammate created a Page in a folder that he/she does not have
reviewer right
For example, when a junior staff created a Page in a folder that he/she does
not have reviewer right, he/she must select a reviewer from the pre-set
reviewer set before publishing the Page. The Page will be automatically marked
as "To be reviewed" before a reviewer approve the content.
### How the Slack notification would look like?
The Slack notification would be set as a DM from Kipwise.
### How to check the pending reviews on the Kipwise web portal?
You can also easily check out the Pages that needs verifications by going to
the "To Review" section on the Kipwise web portal.
## E. How to approve or disapprove a Page?
1\. To approve a Page, simply click the "To review" icon and click Approve
after you have checked and reviewed the content.
2\. To disapprove a Page, click on the "Approved" icon and select Request
Review. Then you can submit a review request with your remarks (explaining why
a review is needed) and the Page will be marked as "To review".
Last updated: 11 days ago