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Documentation Index

Fetch the complete documentation index at: https://docs.siftstack.com/llms.txt

Use this file to discover all available pages before exploring further.

After completing this topic, you can organize, assign, and close out issues found during review.
New to Detect and Review? Read the Overview to understand how Rules, Reports, Annotations, and Campaigns work together before proceeding.

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When to use this workflow

Use this workflow when a Report has been generated and you need to work through its Annotations systematically:
  1. Filtering by status or owner
  2. Distributing work across teammates
  3. Adding evidence
  4. Driving every issue to a final state
This is the day-to-day workflow for reviewers. It picks up where Detect and review issues in a Run leaves off and covers the full range of tools available for managing Annotations at scale.

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Before you begin

  • At least one Report exists for the Run you are reviewing. If not, see Detect and review issues in a Run.
  • You have the team members’ names available if you plan to assign Annotations.

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Complete the workflow

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Filter Annotations by state or assignee

The Annotations tab provides a workspace-level view of all Annotations across all Runs. Use the filters at the top to narrow down to the issues you want to work on:
  • Filter by Status (Open, Failed, Accepted) to see only unreviewed or in-progress items.
  • Filter by Assignee to see only the issues assigned to a specific team member.
  • Filter by Asset, Run, or Rule to focus on a specific scope.
You can also access Annotations directly within a Report by clicking a Rule and then an Annotation in the Rules section.

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Assign issues to teammates

  1. In Sift, click the Annotations tab.
  2. In the Annotations table, click the Annotation you want to assign.
  3. In the Assigned to selector, choose a team member.
Assignment changes are recorded in the activity log alongside comments and state transitions, so the full history of ownership is preserved.

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Add a comment

  1. In the Annotation details panel, locate the comment thread.
  2. Type your notes in the comment box. Comments support rich text.
  3. Click Post.
Use comments to document your reasoning when making a review decision, flag follow-up actions, or provide context for the next reviewer.

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Attach a file to an Annotation

To attach a file directly to an Annotation:
  1. In Sift, click the Annotations tab.
  2. In the Annotations table, click the Annotation you want to attach a file to.
  3. In the File attachments section, click Attach.
  4. Upload the file.
To attach a file to a specific comment on an Annotation:
  1. In the comment, click Attach.
  2. Upload the file.
  3. Click Post.
For supported file types and size limits, see Annotations reference.

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Download an attached file

To download a file attached to an Annotation:
  1. In the File attachments section, expand it.
  2. Hover over the file you want to download.
  3. Click Download.
To download a file attached to a comment, locate the comment, hover over the file, and click Download.

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Move an Annotation through its states

In the Annotation details panel, use the status control to transition the Annotation:
  • Open → Failed: the telemetry represents a real problem that must be addressed.
  • Open → Accepted: the finding was reviewed and determined to be valid or not requiring action.
  • Failed or Accepted → Open: reopen the Annotation if new information changes the assessment.
For the full list of valid state transitions, see Annotations reference.
Phase Annotations do not support state changes or assignment. Only Data Review Annotations have the status workflow described above.

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Archive a resolved Annotation

Once an Annotation is fully resolved and no longer needs to appear in the active view, archive it:
  1. In the Annotation details panel, scroll to the bottom and click Archive.
  2. Confirm in the dialog.
Archived Annotations are soft-deleted. They no longer appear in the tree or on charts but can be restored. To restore an archived Annotation, locate it in the archived view and click Restore.

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Verify the result

A triage pass is complete when:
  • Every Data Review Annotation in the scope of your review has a state of Failed or Accepted, and none remain Open.
  • Issues requiring follow-up have an assignee and a comment explaining the next action.
  • Supporting evidence (screenshots, logs, or other files) is attached to Annotations where context is needed.

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Next steps

  • To track progress across a multi-Run effort, see Track a multi-run review campaign.
  • To share a Report with a stakeholder, open the Report, hover over its title, and click Share to copy a link to your clipboard.

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Reference