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Platform GuideTasks & Work

Reviews

Quality control with pass/fail reviews and rework flows.

Review nodes provide quality control in pipelines. Reviewers evaluate submissions from upstream nodes and make pass/fail decisions.

Review interface

When a reviewer opens a review task, they see:

  1. Upstream submission — the contributor's form responses displayed as context.
  2. Review fields — the review form, which can include additional fields configured in the pipeline.
  3. Review outcome — a final Pass or Fail outcome. If Fail is selected, a rejection reason field is shown.

Review outcomes

Pass

The task moves forward to the next node in the pipeline.

Fail

When a reviewer fails a submission, the task is routed for rework based on the review node's Rejection Routing Mode:

ModeBehavior
Same PersonThe task is sent back to the original contributor for rework. Only they can re-claim it.
Pool (Include Original)The task is released to the available pool. Anyone with the correct role can claim it, including the original contributor.
Pool (Exclude Original)The task is released to the pool, but the original contributor is excluded from re-claiming it.

The reviewer's feedback and rejection reason are stored on the task and displayed to whoever claims the rework. See Rework for the contributor's rework experience.

Re-review limits

The Max Re-reviews setting controls how many times a task can cycle through reject-rework-review. When the limit is reached:

ActionBehavior
QuarantineThe task is moved to quarantine status, requiring admin intervention. This is the default.
EscalateThe task is escalated to the configured escalation role.

Review settings

SettingDefaultDescription
Prevent Self-ReviewOnPrevents a reviewer from being assigned the rework of a task they rejected.
Pass Assignment ModeSame PersonRestricts who can claim the downstream node after a review passes. Same three options as rejection routing mode.
Escalation RoleNoneThe contributor role required to claim escalated tasks. If not set, only admins can see and handle escalated tasks.

Escalation

Escalated tasks appear in the admin's task view with an escalation flag. Admins can:

  • Review the full submission and review history.
  • Make a final pass/fail decision.
  • Edit the submission directly.

Quarantined tasks offer similar admin options: approve (continue the workflow) or discard (fail the task permanently).

Review analytics

Review metrics are visible on the project dashboard:

  • First review pass rate
  • Average reviews per review node
  • Rework counts