Review Existing Questions

Review Existing Questions

These steps describe how to use the Question Management system to review existing questions.

1. Go to the 'Create or Review Questions' tab. To view all 'Create Questions' and 'Review Questions' with 'In Queue' and 'In Progress' statuses, enable the checkbox toggles.

2. Select the desired Review Assignment with In Queue status to review a Question then click the 'Update' button.

Notes: 

• The 'In Queue' status means that the question assignment has not been started. 

• Users can filter the Assignments by Create Question, Review Questions, In Queue or In Progress so that it's easier to work on.

• Questions are highlighted as follows:

  • Less than 5 days: WHITE

  • Over 5 days: LIGHT YELLOW

  • Over 14 days: LIGHT RED

3. Modify the question and ensure the following guidelines:

• Question Note*: Comments about the question

• UI Question Status*: (Updated for Lightning, UI Independent or Classic Only Feature)

• Screenshot Status*: (Added, Required, Needs Updating and Not Required)

• Status fields are updated?*

• Question Topic: What is this question about, e.g. Search capabilities available in a Lightning Community. This may have already been provided when the question was assigned. If not, then it needs to be completed.

• Question* (Ensure the question includes 'Choose X answer/s')

• Options* (Ensure there are at least 4 options e.g. A. B. C. D.)

• Answer* (Correct Option Letter)

• Explanation* (Explain why the correct option is correct and why the incorrect options are incorrect)

• Explanation Status* (Explanation Text was copied or Explanation Text was NOT copied)

• Explanation explains the correct AND incorrect options? *

• Text Highlighter (optional)

• Reference 1*: Link to Salesforce help that provides more detail regarding the explanation and correct option

• Reference 2: Optional second link to Salesforce help

• Image 1*: Focus on Force screenshot link that provides a visual of the explanation / correct option

• Image 2: Optional second Focus on Force link to provide additional explanation for the explanation

• Image 3: Optional third Focus on Force link

• Suitable screenshots and/or diagrams are added? *

Notes:

• * is a required field. All required fields should be populated.

• A validation message will be displayed if the required fields are empty or not complete.

• Reference and Image links are now clickable.

• Comment history should be displayed ordered by date, with the earliest first. Field displayed in the following order: Date, Person, Comment.

• Tooltips for the following fields will be available and can be configured:

  • Question

  • Answer

  • Explanation

  • Reference Link 1

  • Image Link 1

4.A. Once done, you can either click 'Save Draft' button to save your work, but not submit for review. 

A notification message stating "Success! The assignment has been saved." will be displayed upon saving the question as draft.

4.B. Click 'Submit for Proofreading' button will submit the question for proofreading and remove the assignment from your list. 

A confirmation message asking the reviewer to submit the question to the next stage will be displayed. Select 'Yes, wish me luck, Lightning!' button. 

A notification message stating "Success! The assignment has been submitted for proofreading." will be displayed. Question will be displayed in the Proofread stage. 

4.C. Click 'Send for Clarification' button will flag the question if needing more information.

A prompt window will be displayed asking the reviewer to add comments before sending the question for clarification. Once done, click the 'Submit' button. 

A notification message stating "Success! The assignment has been sent for clarification." will be displayed upon sending the question for clarification. Question will be displayed in the Current Assignments tab.

4.D. Click 'Reviewed, No Changes' button if there are no revisions needed on the question. 

A prompt window will be displayed asking the reviewer to provide details to why no changes were made to the question. Once done, click the 'Submit' button. 

A notification message stating "Success! Question <Question No.> was successfully moved back to live." will be displayed.

Edit Review Draft Question

If a review question was worked on but not completed or doesn't want to submit for review, it can be saved as a draft. The question status will be updated to 'In Progress'. These steps describe how to return to the review question and continue working on it.

1. Go to the 'Create or Review Questions' tab. Select the desired Review Assignment Question in 'In Progress' status then click the 'Edit' button.

2. Modify the question and ensure the following guidelines:

• Question Note*: Comments about the question

• UI Question Status*: (Updated for Lightning, UI Independent or Classic Only Feature)

• Screenshot Status*: (Added, Required, Needs Updating and Not Required)

• Status fields are updated?*

• Question Topic: What is this question about, e.g. Search capabilities available in a Lightning Community. This may have already been provided when the question was assigned. If not, then it needs to be completed.

• Question* (Ensure the question includes 'Choose X answer/s')

• Options* (Ensure there are at least 4 options e.g. A. B. C. D.)

• Answer* (Correct Option Letter)

• Explanation* (Explain why the correct option is correct and why the incorrect options are incorrect)

• Explanation Status* (Explanation Text was copied or Explanation Text was NOT copied)

• Explanation explains the correct AND incorrect options? *

• Text Highlighter (optional)

• Reference 1*: Link to Salesforce help that provides more detail regarding the explanation and correct option

• Reference 2: Optional second link to Salesforce help

• Image 1*: Focus on Force screenshot link that provides a visual of the explanation / correct option

• Image 2: Optional second Focus on Force link to provide additional explanation for the explanation

• Image 3: Optional third Focus on Force link

• Suitable screenshots and/or diagrams are added? *

Notes:

• * is a required field. All required fields should be populated.

• A validation message will be displayed if the required fields are empty or not complete.

• Reference and Image links are now clickable. All required fields should be populated.

• Comments should be displayed ordered by date, with the earliest first. Field displayed in the following order: Date, Person, Comment.

• Tooltips for the following fields will be available and can be configured:

  • Question

  • Answer

  • Explanation

  • Reference Link 1

  • Image Link 1

3. Click 'Submit for Proofreading' will submit the question for proofreading and remove the assignment from your list. 

A confirmation message asking the reviewer to submit the question to the next stage will be displayed.

A notification message stating "Success! The assignment has been submitted for proofreading." will be displayed.

Edit Review Question that was sent back by the Reviewer(Proofread)

If a question was reviewed but needs changes, it will return to your assignment list with the status 'In Progress'. These steps describe how to return to the question and continue working on it.

1. Go to the 'Create or Review Questions' tab. Select the desired Review Assignment Question in 'In Progress' status then click the 'Edit' button.

2. Modify the question and ensure the following guidelines:

• Question Note*: Comments about the question

• UI Question Status*: (Updated for Lightning, UI Independent or Classic Only Feature)

• Screenshot Status*: (Added, Required, Needs Updating and Not Required)

• Status fields are updated?*

• Question Topic: What is this question about, e.g. Search capabilities available in a Lightning Community. This may have already been provided when the question was assigned. If not, then it needs to be completed.

• Question* (Ensure the question includes 'Choose X answer/s')

• Options* (Ensure there are at least 4 options e.g. A. B. C. D.)

• Answer* (Correct Option Letter)

• Explanation* (Explain why the correct option is correct and why the incorrect options are incorrect)

• Explanation Status* (Explanation Text was copied or Explanation Text was NOT copied)

• Explanation explains the correct AND incorrect options? *

• Text Highlighter (optional)

• Reference 1*: Link to Salesforce help that provides more detail regarding the explanation and correct option

• Reference 2: Optional second link to Salesforce help

• Image 1*: Focus on Force screenshot link that provides a visual of the explanation / correct option

• Image 2: Optional second Focus on Force link to provide additional explanation for the explanation

• Image 3: Optional third Focus on Force link

• Suitable screenshots and/or diagrams are added? *

Notes:

• • * is a required field. All required fields should be populated.

  • A validation message will be displayed if the required fields are empty or not complete.

• Reference and Image links are now clickable.

• Comments should be displayed ordered by date, with the earliest first. Field displayed in the following order: Date, Person, Comment.

• Tooltips for the following fields will be available and can be configured:

  • Question

  • Answer

  • Explanation

  • Reference Link 1

  • Image Link 1

3. Click 'Submit for Proofreading' will submit the question for proofreading and remove the assignment from your list. 

A prompt window will be displayed asking the reviewer to provide a response to the proofreader's comment. Once done, click the 'Submit' button. 

A notification message stating "Success! The assignment has been submitted for proofreading." will be displayed.