Checking Responses on Approval Checklists
To view these steps, brands need to have Approval Checklists set up for their organisation.
The artwork submitter can check whether or not a reviewer has competed a checklist from the Approval Details screen. They can also review the answers provided.
To get to the approval details page, go to your Projects list and click on your project. Click on your deliverable and scroll down to the heading that says Approvals. Then click on the blue square .
Click the i icon next to the deliverable you'd like to review your checklists for.
Note that you can also find this page from your Recent Activity if you are a submitter, or part of a submission team and have had changes requested or have had an item approved.
The resulting screen is your Approval Details screen.
- A successfully completed checklist is represented by a green checklist icon
- An incomplete checklist is represented by a greyed out checklist icon.
To review the answers provided by a reviewer, a submitter can click the green checklist icon inline with that reviewer. A pop-up with the responses will be displayed. Where notes have been added to substantiate any claims or provide more detail on their responses, these will also show in a grey-outlined box.
Click out of the checklist when you are finished reviewing the responses. From the approval details screen, you can also remind users to respond to approval requests, or act on their behalf to action the request for them.
Please sign in to leave a comment.