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How to review a workflow queue item

Review and record a decision on an individual workflow queue item.

H
Written by Harriet Christie

Summary

When you open an item in a workflow queue, the detail panel shows the item and the actions for recording a decision: Mark compliant, Mark non-compliant, or Escalate. Each action opens a dialog where you can add a comment before submitting. This article covers reviewing a single queue item.

Prerequisites

  • Login credentials to MirrorWeb Insight

  • The workflows feature enabled for your organization

  • A queue containing at least one item

Step-by-Step Instructions

Step 1: Open a queue item

In the left sidebar Workflows group, click Queues, open a queue, then click an item in the list. The item opens in the detail panel on the right.

A queue item open in the detail panel

Step 2: Review the item details

The detail panel shows the item's content and the results from each workflow module that processed it (for example a Risk node run or a Mira review). If the item is already claimed by another reviewer, a "Claimed by ..." alert is shown.

The queue item detail showing module results

Step 3: Mark the item compliant

Click the Mark compliant action (green check icon). In the Mark compliant dialog, optionally enter a Comment (optional). The dialog notes "This will be permanently stored in the history report for this message." Click Update to submit.

The Mark compliant dialog with an optional comment field

Step 4: Mark the item non-compliant

Click the Mark non-compliant action (red cross icon). In the dialog, select a Reason for marking as non-compliant — the options are Advertising, Risk, and Other — add an optional Comment (optional), then submit.

The Mark non-compliant dialog with the reason dropdown

Step 5: Escalate the item

Click the Escalate action. In the Escalate message dialog, complete the fields (which include an agent selector and a risk-level selector) and an optional Comment (optional), then click Escalate. The button shows Submitting... while in progress.

The Escalate message dialog

Step 6: Continue to the next item

After submitting a decision, you can continue with the next item in the queue. The "More actions" menu (three dots) is available for communications items and offers options such as adding the sender as a privileged or marketing address.

The next queue item after a decision is recorded

Notes

Important: A decision "will be permanently stored in the history report for this message," per the compliant dialog's own wording.

Note: Mark non-compliant requires you to select a reason (Advertising, Risk, or Other); the comment is optional on all three decisions.

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