Manual:Extension/BlueSpiceReview

BlueSpiceReview is a workflow tool for MediaWiki. It allows assigning users to a page who then should complete their review within a certain timeframe.

What is BlueSpiceReview?

BlueSpiceReview is a workflowing tool for MediaWiki. It allows establishing process of reviewing changes on made to a page through a number of different reviewers.

Locating BlueSpiceReview

The review page

Review flyout when no review is in progress

All relevant about a review on a page info can be accessed from "the Review" flyout , located in the right navigation, under "Quality management" tab. Flyout that opens shows review settings (if a review is not currently in progress for that particular page), or a form for reviewers to cast their votes (if review is active for the page). In case review is currently active, review settings will be collapsed, but can still be accessed by expanding "Review settings" portion of the flyout. tools. This screen shows the review settings. If a review is running, users see a form to cast their votes. They can also expand the collapsed workflow settings to see the details for this review.

The review workflow

Starting a review

Review settings with a user assigned All users who have with sufficient permissions to do so, can start (or edit) a review on a page. As mentioned above, review can be started from the flyout, after filling in all the required settings.

Start date - date on which review will start

End date - date on which review expires and that page is considered reviewed even if no action from reviewers occured

Type -

Review settings

Possible settings:

• Start date: The date when the review officially begins. Please note that you cannot schedule a review in advance. The page is locked for editing as soon as the workflow is saved.

• End date: The date on which the review is listed as expired. It has no effect on the review itself and is simply used for managing workflow lists.
• Type: The review type determines what will happen to the page once the review has been succesfuly completed. Default type is "Flagging" which means page will ge approved once the review is finished.Reviewers grid - a The default type is Approval so that it can be used in conjunction with the Approval feature if this feature is activated in a namespace. BlueSpice 3.1 only ships with this one type. BlueSpice 3.2 has a Default and an Approval option which is explained in the steps to set up a workflow template.
• Reviewers grid: A list of all reviewers assigned to review a particular page. Reviewers can be added by clicking on the "Plus" button above the grid and by typing in the name of the user in the dialog that pops up. Existing reviewers can be removed by selecting a reviewer and clicking on the "

X

• x"

icon. Also, the order

• button.

When you set up a new workflow, the following options are available:

• Reviewer can edit the page: Everybody that is assigned as reviewer can edit the page while the review is active. Other users cannot edit the page during this time. If this box is not checked, then reviewers will also not be allowed to make changes to the page.

• Follow the reviewer order: Reviewers need to cast their votes in sequence. Only when one is finished casting a vote, the next reviewer can start. The order of the reviewers can be adjusted by

cliking

• clicking on up and down arrows that appear when hovering

above

• over the reviewer in the grid.

• Additional options - depending on the wiki configuration, additional options may appear. See BlueSpiceReviewExtended for more information.

Review can only

• Restart review if a reviewer rejects it: If any of the reviewers rejects the page, the review is restarted and all of the reviewers must cast their votes again.
  

Review options

To minimize the effort when starting a review, templates are introduced.

Managing templates

In BlueSpice 3.2

Click Manager next to the template select menu if you are already setting up a review.

Switch to the template manager

Alternatively, you can create a workflow template by going to Global actions > Management > Review template manager in the navigation panel of the wiki.

Managing review templates in BlueSpice 3.2

Create a new template:

1. Select if you want to create a template that is available to all users (1) or that is available only to you (2).
2. Click the "+"-button (3). This opens the template dialog. Create your template.
   
   

   Creating a review template
   
   
3. Enter a name.
4. Select the template type:
   1. Default: The review is independent of settings in the Config manager. For reviews in namespaces with approvals, the page is not automatically approved at the end of the review.
   2. Approval: The review applies the setting from the Config manager for automatically deleting the workflow after the page has been approved. Pages in namespaces that do not create draft versions are not affected by this setting.
5. If the template should only appear on pages in certain namespaces, specify the appropriate namespaces.
6. If the template should only appear on pages that are assigned to certain categories, specify the categories.
7. Select the review options described above.
8. Use the "+"-button to add the reviewers. If you enter a comment here, it will be displayed in the version history. Note: A group vote can also be set up for an individual workflow step using the plus button. For this purpose, a wiki group is selected as the reviewer.
   
   

   Group vote
   1. Group: The group that will vote on the selected step.
   2. Comment: Comment that is displayed in the workflow and in the version history for this step.
   3. Required approvals: If this number is reached first, the process step will be completed positively.
   4. Required rejections: If this number is reached first, the process step will be completed negatively.
9. Click Done.

The template can now be selected accordingly in a review.

Note: The review type can be changed after loading the template and then behaves according to the newly selected type. This means that the "Approval" type from a template can be set to be a "Standard" workflow on a page. In that case, the draft version of the page will not be approved after the workflow has finished.

In BlueSpice 3.1

Once the list of reviewers is entered and the other options have been set, enter the name for the template in the input field and click on the arrow next to the "Load" button. Several options are available:

• Save for myself: The template will be shown only to the user who saves it
• Save for everybody: the template will be shown to everybody

Pick the desired option and the template will be saved.

Creating a new template in BlueSpice 3.1

Applying a template

Once there are templates saved, users can choose from the list of templates. After clicking the "Load" button, the reviewers that have been saved in this template are added to the reviewer list.

In BlueSpice 3.1, only the list of reviewers is stored in the template.

Deleting a template

To delete a template, choose the template to delete, click on the arrow in the "Load" button and select "Delete".

A review can only be started if at least one review has beed added. Once all settings are set, click save to start the review. At this point, all assigned reviewers will receive a notification (depending on their notification settings) that there is a review pending, and that they need to review it.

Reviewing a page

During the review process, editing of the page is disabled unless the setting to allow editing has been activated.

Casting votes

Review flyout when review is in progress - voting form

When users who are assigned to a page as reviews, and there is a review in progress, assigned reviewers visit that page, they will be able are prompted to cast their vote. Vote can be casted by opening "Review" flyout, as described above. In the flyout user will see a voting form. This form consist

Voting form

The voting form consists of:

• Comment box - here reviewers can leave a comment on the explain the reason for their vote
• Agree button - by clicking this button, user casts users cast a "yes" vote and agrees agree to the proposed version of the page.
• Disagree button - by clicking this button, users casts cast a "no" vote and rejects reject the proposed verionversion.
• Delegate button - users can delegate their assignment to another user, if they feel some other user is more competent to review this page. This button opens a dialog that opens a dialog with fields to enter username of the user to delegate to, as well as a short note on the reason for delegation, at which point review assignment will be transfered to that other userfor delegating the vote.

All the votes users cast, along with comments , will be are displayed in under "Recent workflow steps" in the same flyout as the vote form and in the page history.

Review overview

Rejecting a task

If a reviewer votes with "Disagree" the workflow returns to the beginning. The next reviewer in line is now the originator of the worfklow. The order of the initial reviewers after the originator is kept the same.

Review overview

The page Special:Review special page provides an overview of all the currently ongoing reviews. It can be accessed from the left main navigation , in tab under "Global actions", item "Review". This special page shows a grid with all relevant information for the review. Clicking on an individual review will open opens a list of all reviewers assigned to review this page along with their votes (shown in indicated by the eye icon before the username). Grey A grey eye icon means the reviewer has not yet reviewed the page, green means a "yes" vote, while red means a "no" vote

Permissions

.

Review overview

Configuration

In order to create and participate in the review process users must have following permissions:

• workflowview - for accessing the review interface, but not being able to edit it
• workflowlist - for viewing the list of reviewers for the page
• workflowedit - for being able to create and edit reviews
• review - for being able to cast review votes

See also

Reference page for this extension. the Config manager, you can change the following settings:

• Only the owner of a review can change it: If this is unchecked, any user with edit rights can update a workflow.

Related info

• Reference:BlueSpiceReview