Review a Portal

To request a review of a Portal, start by creating a review task in CELUM Experience. The review task is then created in CELUM Work with a Portal link. The reviewers can access the Portal via the link and review it in Browse mode as if it were live on any device. If changes are needed, the reviewers can easily switch to Capture mode to annotate and request changes. Each change request is tracked with version snapshots for easy comparison.

Accessing the Portal via the link

Once the review task is created, you can see the Portal link in the "Links" section of task details:

Notes on Portal links:

Browsing the Portal

  1. To open the Portal, click on the "Browse Portal" icon.

  2. The Portal opens in "Browse mode".  There, you can:

Capturing a Portal snapshot

To capture a Portal snapshot and annotate it, switch to "Capture mode".

Refer to the table below for browsers and devices that support the capturing functionality:

Platform

Behaviour

Notes

Google Chrome on Desktop
  • Capturing supported without extension.

  • Requires permission each time "Capture mode" is accessed.

Installing the CELUM browser extension is recommended for a smoother experience.
Microsoft Edge on Desktop
  • Capturing supported without extension.

  • Requires permission each time "Capture mode" is accessed.

Installing the CELUM browser extension is recommended for a smoother experience.
Mozilla Firefox on Desktop
  • Capturing requires the CELUM browser extension.

  • "Capture mode" button disabled until the CELUM extension is installed.

CELUM extension is mandatory for the capturing functionality.

 
Unsupported browsers on Desktop "Capture mode" button is disabled.

Switch to a supported browser for capturing snapshots.

Mobile Devices Capturing snapshots is not possible.

"Capture mode" review tools are accessible. For capturing functionality, switch to a desktop or tablet device.

How "Capture mode" works

Reviewing a Portal snapshot

In "Capture mode", you can:

Actions in the "More actions" menu

In "Capture mode", the following actions are possible on a Portal snapshot asset:

View and capture a new version of the Portal snapshot asset

The captured Portal snapshot will appear in the review task as task attachment and in the asset explorer. The asset will have an "Experience" badge as shown below.

 

To view the Portal snapshot on a supported browser with the extension installed:

  1. Navigate to the task attachment or go to the asset explorer.

  2. Click the Portal snapshot.

  3. The snapshot will open in "Capture mode".

 

To capture a new version of the Portal snapshot on a supported browser with the extension installed:

  1. Click the Portal snapshot to view it. The asset will open in "Capture mode".

  2. Switch to "Browse mode".

  3. Switch back to "Capture mode".

  4. A new snapshot version will be generated.

     Capturing a new snapshot version on an unsupported browser or without the browser extension may not work as expected or will require additional steps. You may need to switch to a supported browser or install the extension.

    You will be notified of any additional steps via a dialog.