When a user who has the 'Contributor' role adds information into the Solomon Directory, this is automatically marked as 'For Review' so that you can easily find and review that information. This tutorial will show you some helpful ways to keep on top of these as they come in.
Each tab in the directory (e.g Businesses, People, Tasks, Activities etc) has a 'For Review' column available to use so you can follow this guide on any of these (you'll need to set up the filters for each one).
In this article:
Set up your 'For Review' Layout
Start Reviewing
Set Up Your 'For Review' Layout
We recommend setting a custom Layout as the best way to pre-set a view in Directory, they let you save filters and hide the columns that you might not need to see for this task.
We recommend that you keep the columns in this layout to the minimum you'll need such as the name, description/address and also, of course, the 'For Review' column should be selected.
You'll then want to filter the 'For Review' column to just view the ones marked 'Yes' (i.e. they need reviewing).
You can then save the layout by clicking 'Layout' and giving it a useful name. In future, all you will need to do is click this button to view your layout.
Start Your Reviewing
As an admin user, when you open a record that is marked 'for review' and then press 'Save' Solomon will automatically mark the record as reviewed.
