Approval Manager provides structure and efficiency to Approval Processes for soft proofs, hard copy proofs with reference soft proofs, and hard copy proofs without reference soft proofs. The following procedures explain the process for creating new Approval Processes for each.
Procedures
Creating a new approval process for soft proofs
Open the New Proof page(Proofs tab-> New Proof).
Fill in the proof details in the top half of the page.
Required fields are indicated by yellow highlighting.
By default you are added as a manager to the new proof. You may add additional managers, or if you have sufficient privileges, you may even create new Collaborative Users and add them as managers See [Creating and Adding New Users].
Define the workflow in the Workflow Information section of the page.
If you want to use a previously saved workflow or a workflow template, click Open and select a workflow.
Required fields for stages are indicated by yellow highlighting.
You can add and remove stages at will, providing that each workflow starts with a Production stage and contains at least one Approval stage (regardless of what you name them).
You can specify auto-routing behavior for each stage. See [Proof Auto Routing] for more information.
You must add at least one user to each stage. Users added to the production stage will be responsible for uploading files to the workflow. Users added to approval stages will be responsible for reviewing files.
If you have sufficient privileges, you may create and add new Collaborative Users as Producers or Reviewers to stages. See [Creating and Adding New Users] for more information.
Click Add. The Approval Process will be added to the database and the Upload Files page will appear. If you are ready to upload files, you can do so now by following the instructions described in [Uploading Files to a New Approval Process]. Otherwise, you can click Cancel in the Upload Files page and add files at a later time or leave this task to an assigned Producer. If you have assigned a Producer to upload files, the Approval Process will appear in his/her Production Worklist.
Creating a new approval process for hard copy proofs with reference soft proofs
This procedure is identical to [Creating a new approval process for soft proofs] above,except for the following distinctions:
The reference soft proof files are used in conjunction with hardcopy files distributed to reviewers. Reviewers look at the hard copy proofs, but add comments and set an approval status using Approval Manager and the reference soft proofs.
Make sure that you distribute the hard copy proofs to assigned users or, if you are deferring this task to the assigned producer(s), make sure to communicate this expectation to them. One way to do this is by adding a comment to the stage.
Creating a new approval process for hard copy proofs without reference soft proofs
This procedure is identical to [Creating a new approval process for soft proofs] above,except for the following distinctions:
You do not upload any files to your workflows
Reviewers look only at the hard-copy proofs you distribute to them.
Reviewers get reminders and add their comments through approval manager.
You do not need to upload a file to the production stage, but you (or a Producer) will, at a minimum, need to type a name for the proof in the Name field of the Upload Files page. So long as a name for the proof is provided, the Production stage can be completed.
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