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How Do I Suggest Library Modifications or Additions From a Project?

Updated

Reviews from Projects allows you to suggest New Entries or Changes to your Library Entries directly from the Project workspace. Once you've entered your answer using any of our available methods, such as manually, via Automated Answers, by the Search (Library or Past Projects) button, or by using Magic, you will get a prompt at the bottom of the entry asking if you'd like to suggest "new entry" or suggest "changes for Library".

Suggest or Omit prompt on Project Entry.png
 

Permissions Required: Reviews from Projects, Level 1 permissions or higher are required to suggest content for the Library from a Project. 

 

Note: You are able to suggest or omit Library changes before the Project Entry is marked Complete, but changes will only appear on the Reviews from Projects screen once the Project Entry is marked Complete.

Additionally, only the Primary answer can be suggested to be reviewed for the Library. Additional Answers in a project entry are excluded at this time. 

Suggesting Entries for your Library

Suggesting a New Library Entry

After manually answering a Project Entry or generating a new answer using AI, you will see a prompt below the Answer "Library: Suggest or omit new Entry?"

If the Answer should be added to your Library as a new Entry:

  1. Click Suggest
    Suggest button under Project Entry.png
  2. (optional) Select a Reviewer for the Entry, and add a message with any context
    Reviewer suggestion modal.png
  3. Click Suggest in the modal

You will immediately see the text "Suggesting for Library" below the Entry.

Screen_Shot_of_Suggesting_for_Library.png

Once the Project Entry is marked Complete, the suggested Project Entry will be added to the Reviews from Projects screen for further approval and action, and you will see the text "Library: Suggested new Entry for the Library"

Screen_Shot_of_Suggested_and_Completed_Entry.png

Suggesting an Update to an Existing Library Entry

If an entry was answered using an existing Entry from your Library, you will see a prompt below the Answer "Library: Suggest or omit changes for Library?". 

If the source Library Entry should be updated with the changes:

  1. Click Suggest
    Suggest button under Project Entry.png
  2. (optional) Select a Reviewer for the Entry, and add a message with any context
    Reviewer suggestion modal.png
  3. Click Suggest in the modal

You will immediately see the text "Suggesting for Library"

Suggesting changes for Library.png

Once marked complete, the suggested Project Entry will be added to the Reviews from Projects page for further approval and action, and you will see the text "Library: Suggested changes for the Library"

Screen_Shot_of_changes_suggested_to_Library.png

Bulk Suggesting Existing or New Library Entries 

If you want to suggest multiple Entries in bulk:

  1. Use the Suggestions for the Library filter in the Project and select Changes not yet suggested for the Library:
    Changes not suggested filter in Project.png
  2. Select one Entry using the checkbox beside the question, then click Select All at the top of the screen:
    Selecting Entry with Select All option indicated.png
  3. Click X Entries Selected and select Suggest Eligible Entries for Library
    Screen_Shot_2022-08-12_at_2.38.38_PM.png
  4. (optional) Select a Reviewer for the Entry, and add a message with any context
    Suggest Reviewer step for bulk suggestion.png
  5. Click Suggest in the modal

Once each suggested Entry is marked as Complete, it will automatically be added to the Review from Projects page. 

Omitting Updates from the Library

If an Answer created or updated in a Project should not be added to your Library, for example, Answers that are catered to one specific client, click Omit to indicate to your team that it should not be suggested as a Library Entry.

Omit option indicated on completed Project Entry.png

Once an Entry has been Omitted and Marked as Complete, the suggested Entry will not appear on the Reviews from Projects screen, and you will see the text "Library: Omitted changes from the Library"

Screen_Shot_of_changes_omitted_from_Library.png

Updating the Suggested or Omitted Status of an Entry

If you need to change the selection (suggest or omit) for a specific Entry:

  1. If the Entry has already been marked Complete, click Change Status to In Review. The Suggest and Omit buttons will automatically be made available again
    Screen_Shot_of_Change_to_Review_button.png
  2. If the Entry has not yet been marked Complete, hover over the text "Suggesting for Library" or "Omitting from Library" and click to restore the Suggest and Omit buttons
    Screen_Shot_of_hover_over_suggesting.png
    Screen_Shot_of_hover_over_omitting.png

Note: Want to learn more about approving, editing or rejecting entries suggested for the Library? Read on: How Do I Action on Suggested Library Modifications or Additions?

How Can I View All Pending Changes to Suggest or Omit from Projects?

 

Permissions Required: The Projects: Participate in Projects invited to permission or higher, and Reviews From Projects, Level 1 or higher, are required to view pending changes to suggest or omit on the Project List page.

On the Project List page, you can enable the ability to see the number of changes eligible to suggest or omit for your Loopio Library. Users with Reviews From Projects, Level 1 or higher can also view this within specific Projects, for Entries they have permission to view.

Read more: How Can I View All Pending Changes to Suggest or Omit from Projects?

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