2022:Review Queue (Node Type)

A Review Queue defines a list of users for human-performed document review tasks.

Review Queues are used to distribute review tasks to users or groups of users by assigning them to Batch Processes or Review steps in a Batch Process.

About

Review Queues allow further control of what Batches and tasks Grooper users have access to. You can control the work presented to users in the "Batches" and "Tasks" pages with Review Queues. This allows you to better filter work to your users by defining ACL settings for Batch Processes and/or steps in a Batch Process.

• Imagine a situation where you have several Batch Processes running in your environment and several users reviewing work in Grooper. You may want to assign certain users to certain Batch Processes based on their experience with the kinds of documents in the document set or quality of their work.
• Imagine another situation where you want restrict the kinds of review your workers do. Maybe one group only performs data review and another only performs classification review. And maybe any of them can do document scanning.

You can also think of this as a "soft security" measure. By filtering out work available to users, the Review Queue acts as a kind of gatekeeper, controlling what comes across a reviewer's desk.

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Please note this is not a "hard security" measure. There are conceivable ways in which a user assigned a certain Review Queue may still be able to access Batch content that is outside of their queue. For true "hard security", the best practice is to isolate that work in a separate Grooper Repository and restrict user access in the Security settings configured on the root node.

The general steps to create a Review Queue are as follows:

1. Add the users to the Users list at the root node of the Grooper Repository.
2. Create a new Review Queue.
3. Select which Grooper Users you wish to add to the Review Queue.
4. Then, the Review Queue can be implemented in one of two ways:
   1. On the Batch Process to restrict work accessed from the "Batches Page".
      • This will prevent users from seeing any Batch using that Batch Process in the "Batches Page" interface.
      • Only Grooper Users listed in the Review Queue will be able to access Batches with that Batch Process in the "Batches Page" interface.
      • Use this option if you want users to "pull" work from a list of active Batches.
   2. On a Review step of a Batch Process to restrict work accessed from the "Tasks Page".
      • This will prevent users from seeing the Review task in the "Tasks Page"
      • Only Grooper Users listed in the Review Queue will be able to start the Review task from the "Tasks Page".
      • Use this option if you want to "push" work to users, feeding them the tasks you want instead of allowing them to pick the Batches they want.

How To

In the following tutorials, we will show you how to create and implement Review Queues for a variety of scenarios. We will set up a number of Review Queues with the following individuals in mind:

• Dylan - This is our Grooper designer. He will be creating the Review Queues from Grooper Design Studio and implementing them.
• Randall - This is a Grooper review user. He will have the most access rights. There won't be any review task he won't be able to perform.
• Chris - This is a Grooper review user. He will have more limited access rights. There are some review tasks Randall will be able to do that Chris won't.
• Matt - This is a Grooper review user. He will have the most restricted access. There will only be a handful of tasks he will be able to perform.

We will also use a number of Batch Processes to illustrate Review Queues. Any Review step has been highlighted. These processes should be familiar to you if you've reviewed the Web Client and User Guide articles already.

"OTC Forms" This will be our "control" process. No Review Queues will be implemented for this Batch Process.	Steps in "OTC Forms" Batch Process
"HR Docs - Packet Separation" We will use this process to illustrate implementing Review Queues at the Batch Process level.	Steps in "HR Docs - Packet Separation" Batch Process
"Invoices Process" We will use this process to illustrate implementing Review Queues at the Review step level.	Steps in "Invoices Process" Batch Process
"URLA Redaction" We will use this process to illustrate what not to do when implementing Review Queues (or at least something that goes against general best practice advice).	Steps in "URLA Redaction" Batch Process

Create a Review Queue

Add Users at Root NodeAdd a New Review QueueAdd Users to the Review Queue

Add Users at Root Node

To create a Review Queue, you will first need to add individual users or groups of users to the Grooper Repository. You will do this by adding users using the Users property at the Root Node. Select the Root Node of the Grooper Repository. Under the Security settings, at least one Grooper designer will need to be added to add users. In our case, our designer, Dylan, has already added himself using the Designers property. When adding Designers be sure you, yourself, are added to the list. Otherwise, you will lock yourself out of the Grooper Repository in Grooper Design Studio. Select the Users property to add users. Press the ellipsis button at the end of the property.
This will bring up the "ACL Editor" window. Use the "Groups" tab to add groups of users in your Windows directory. Use the "Users" tab to add individual users in your Windows directory. Use the Search box to enter the group name or user name you wish to add. Select the user you wish to add from the list. Press the Add button to add the user.
This will add the user to the Users list. Continue adding users you wish to have access rights to review Batches in the Grooper Repository. We've added our other Grooper users, Chris and Randall, to this list already. If you intend for your Grooper designers to process Batches in the Grooper Web Client, be sure to add users listed as Designers to the Users list as well! We've added our Grooper designer, Dylan, to the Users list. If you do not, the Grooper designer will not be able to access Batches or process Review tasks in the Grooper Web Client. Press OK when finished.
When you have finished adding users, press the Save button.

Add a New Review Queue

To add a new Review Queue, right-click the Queues folder. Select Add. Then, select Review Queue... This brings up the "Add New Review Queue" window. Name the Review Queue. Press OK when finished.
This will add the Review Queue to the Queues folder. Next, we will configure the Review Queue by adding users to it, using the Performers property.

Add Users to the Review Queue

Next, we will add users to the Review Queue. When the Review Queue is implemented, it will restrict access to the Batch and/or Review tasks to the users added. To do this, you will add a list of users using the Performers property.

For example, we've added a Review Queue named "Classification Review". Of our three users, Chris, Randall and Matt, we only want Chris and Randall to do document classification review during a Review step. By adding Chris and Randall to the Review Queue (and not Matt) and implementing it on a Review step configured for classification review, this would present the Review task to Chris and Randall, but not Matt.

Select the Review Queue in the Queues folder. Select the Performers property. Press the ellipsis button at the end of the property.
This will bring up the "ACL Editor" window. Just as you did when adding Users to the Grooper Repository, use the "Groups" or "Users" tab to search for user groups or individual users. Add only the appropriate users/groups according to the Review Queue's function. For our example, Chris and Randall, are our classification reviewers. So, we've only added them to the Review Queue. FYI: As long as a Designer is added to the Users list, they are implicitly members of all Review Queues and do not need to be added to the Performers list. Press OK when finished.
Don't forget to Save the Review Queue when finished adding Performers. Next, we will demonstrate how to implement Review Queues. Review Queues can be implemented in one of two ways: On the Batch Process to restrict work accessed from the "Batches Page" of the Grooper Web Client. Only Grooper Users listed in the Review Queue will be able to access Batches with that Batch Process in the "Batches Page" interface. This will prevent users who are not members of the Review Queue from seeing any Batch using that Batch Process in the "Batches Page" interface. Use this option if you want users to "pull" work from a list of active Batches. On a Review step of a Batch Process to restrict work accessed from the "Tasks Page" of the Grooper Web Client. Only Grooper Users listed in the Review Queue will be able to start the Review task from the "Tasks Page". This will prevent users who are not members of the Review Queue from seeing the Review task in the "Tasks Page" Use this option if you want to "push" work to users, feeding them the tasks you want instead of allowing them to pick the Batches they want.