Review Queue

The Review Queue is your HITL inbox, displaying all requests awaiting human judgment. Efficient queue management ensures SLA compliance and maximizes reviewer productivity.

Queue Interface

Access the review queue from HITL → Inbox in the main navigation.

Queue Layout

The interface uses a master-detail layout:

• Left Panel — Request list with filters and search
• Right Panel — Selected request details
• Action Bar — Quick actions (claim, complete, escalate)

Request List Columns

Visual Indicators

Priority Colors:

• Critical: Red badge with alert icon
• High: Orange badge with warning icon
• Medium: Blue badge with info icon
• Low: Gray badge with clock icon

Status Colors:

• Pending: Gray (awaiting assignment)
• In Review: Blue (actively being reviewed)
• Completed: Green (resolved successfully)
• Timeout: Orange (exceeded SLA)
• Escalated: Red (sent to specialist)

Timeout Warnings:

• Yellow background when <2 hours remaining
• Red background when <30 minutes remaining
• Pulsing indicator for critical priority near timeout

Filtering and Search

Status Filters

Quick filter buttons above the list:

• All — Show all requests
• Pending — Only unassigned requests
• In Review — Only requests you’re actively reviewing
• Completed — Resolved requests (last 7 days)

Click multiple filters to combine (OR logic).

Priority Filters

Filter by priority level:

• All — All priority levels
• Critical — Only critical requests
• High — High priority only
• Medium — Medium priority only
• Low — Low priority only

Combine with status filters for precise queries.

Search

Search bar supports:

• Title search — Match request title
• ID search — Look up by request ID
• Description search — Search request descriptions
• Context search — Search request metadata

Search is case-insensitive and matches partial strings.

Advanced Filters

Click More Filters to access:

• Date range — Created after/before specific dates
• Assignee — Requests assigned to specific users
• Workflow — Requests from specific workflows
• Document type — Filter by document classification
• Confidence range — Requests with AI confidence in range

Save frequently used filter combinations as presets.

Claiming Requests

Manual Claiming

Auto-Assignment

If auto-assignment is enabled:

1. Requests automatically assign to you when you open inbox
2. Assignment based on configured strategy (round-robin, skill-based, etc.)
3. Claim happens instantly, no manual action required

Disable auto-assignment in user preferences if you prefer manual claiming.

Claiming Rules

• One request per reviewer (no double-claiming)
• Claimed requests locked for 15 minutes
• Auto-release if no action taken (returns to pending)
• Managers can reassign claimed requests

Request Details Panel

Right panel shows comprehensive request information:

Header Section

• Request Title — Primary description
• Request ID — Unique identifier for tracking
• Status Badge — Current state with color coding
• Priority Badge — Priority level with icon
• Created Time — When request was created
• Timeout Time — SLA deadline (if applicable)
• Requires All Approval — Whether all assignees must approve

Context Section

Workflow Context:

• Workflow name and execution ID
• Current step in workflow
• Previous processing results

Document Context:

• Attached document preview
• Document metadata (type, size, page count)
• Processing history

Custom Context:

• Workflow-specific data
• Business rules and constraints
• Previous decisions or annotations

Action Buttons

• Review — Open full review interface
• Claim — Assign request to yourself (if unclaimed)
• Escalate — Send to specialist or manager
• Reassign — Assign to different reviewer
• Cancel — Cancel request and resume workflow

Keyboard Navigation

Efficient queue navigation via keyboard:

Navigate entire queue without using mouse.

Queue Metrics

Dashboard at top of queue shows:

Active Metrics:

• Total requests in queue
• Pending (unassigned)
• In review (claimed by you)
• Near timeout (SLA < 2 hours)

Performance Metrics:

• Average resolution time
• SLA compliance rate (last 7 days)
• Your personal resolution time
• Queue depth trend (growing/shrinking)

Alerts:

• Critical requests near timeout
• Queue backlog (>100 requests)
• SLA at risk (compliance <90%)

Metrics update in real-time as requests are created and resolved.

Bulk Actions

Select multiple requests for batch operations:

Selecting Requests

• Checkbox — Click checkbox to select individual requests
• Shift+Click — Select range of requests
• Ctrl/Cmd+Click — Toggle individual selections
• Select All — Select all visible requests (respects filters)

Available Bulk Actions

• Assign to User — Assign all selected to specific reviewer
• Set Priority — Change priority level for all selected
• Escalate — Escalate all to specialist queue
• Export — Download request details as CSV

Bulk actions save significant time when processing similar requests.

Queue Management

Prioritization Strategies

SLA-Based:

• Sort by timeout (ascending) to address urgent items first
• Focus on critical and high priority
• Address near-timeout requests regardless of priority

Batch Processing:

• Sort by request type (all approvals together)
• Group similar document types
• Process in batches for efficiency

Mixed Strategy:

• Handle critical/near-timeout first
• Batch process medium priority
• Low priority during idle periods

Configure default sort order in user preferences.

Load Balancing

For team queues:

• Monitor queue depth — Ensure no reviewer overloaded
• Redistribute — Reassign requests from busy to idle reviewers
• Specialist routing — Route complex requests to experts
• Skill matching — Assign based on reviewer expertise

Managers can view team-wide queue metrics and redistribute work.

Queue Notifications

Stay informed with real-time alerts:

Browser Notifications:

• New critical requests assigned
• Timeout warnings (2 hours, 30 minutes remaining)
• Escalations received
• Requests reassigned to you

Email Digests:

• Daily queue summary
• Pending requests report
• SLA compliance report

Slack/Teams Integration:

• Real-time notifications in team channels
• Assignee mentions
• Critical request alerts

Configure notification preferences in user settings.

Mobile Queue Access

Review queue accessible on mobile devices:

• Responsive layout — Optimized for phone/tablet
• Touch gestures — Swipe to claim/complete
• Offline mode — Queue downloads for offline review
• Push notifications — Native mobile alerts

Install M3 Forge mobile app for best mobile experience.

Common Queue Workflows

Morning Queue Triage

Backlog Clearance

When queue is backed up:

1. Reassign — Distribute to team members
2. Escalate — Send complex items to specialists
3. Extend SLAs — Request deadline extensions (if allowed)
4. Auto-approve low priority — Enable for non-critical items
5. Prioritize ruthlessly — Focus on highest value first

Specialist Review

For escalated or complex requests:

1. Review original decision — Understand why escalated
2. Deep dive — Thorough examination of context
3. Collaborate — Consult with team if needed
4. Document decision — Add notes for future reference
5. Resolve or re-escalate — Complete or escalate further

Next Steps

• Use Review Panel to complete requests
• Configure Submissions for document intake
• Monitor queue metrics in Monitoring
• Integrate HITL nodes into Workflows