Update the details for a review workflow template

Inspire provides you with a template for the process of reviewing content from two users. If you want to change the name of the template or its type, you can edit the template details.

You must have permission to work with workflow templates.

  • By default, only users with the following permissions can create project workflows and assignments:
    • Administrator permissions
    • Access to the Project Module with the Create permission
  • Even if you don't have these permissions, you can be granted a special permission to create workflows and project assignments after a project is created.

Tips and tricks

  • If you want to change the location of a template from its default location in the Workflows folder, you move a workflow to another folder:
    • It retains its file type of Workflow
    • When you're working in a project, you can still click Create workflow and then select it
    • To move a component, refer to the steps in Move components

To update the details for a review workflow template:

  1. Click Components.
  2. In the Folders pane, select Workflows.
  3. In the Components pane, double-click Sequential Reviewer Workflow.
  4. In the workflow editor, to change the template details:

    1. In the toolbar at the top of the screen, select Edit.

    2. On the Edit screen, to change the title that users see when they create a new workflow, change the word or phrase in Name.
    3. In Description, add any details about when the workflow template should be used or what tasks it includes.
    4. To identify the tasks in the template, in Type, select one of the following:
      • Review. Only review tasks are included in this type of workflow.
      • Project. Any kind of content development task can be used, including writing, reviewing, and publishing.
    5. To save your changes, on the Edit screen, click Save.
  5. To save your changes, do one of the following:
    • To keep the workflow editor open and save your work locally, click Save Progress.
    • To close the workflow editor and save your work to the database, click Save and Submit.