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Design Review and Approval
Design Review and Approval provides a framework to ensure new and existing templates and active content are subject to quality control as part of a structured review and approval process.
Reviewing assets
Claiming review tasks

EngageOne Compose
Create customized communications based on templates for optional review and approval using predefined workflows.
Tasks
Participate in predefined processes that manage the lifecycle of communications from design to delivery using predefined workflows.
Communications
A communication is created from a template and delivered to your customer at the end of the communication's life-cycle.
Templates
Templates are used as a base to create your final customer communication.
Editing and confirming data
Where data is pushed through the system, you may need to verify for the accuracy of pre-populated data, or enter missing data before the communication is edited.
Editing communications
Editing options allowing for creating and edit your customer communication using the selected template.
Selecting delivery options
Delivery options can be made up of one or more delivery channels and are configured by your EngageOne administrator.
Awaiting Delivery
Lists all documents that have been submitted for delivery but have not been delivered.
Search Archive
The Search Archive pane allows you to search documents from a selected database and view them based on communication type or month.
Design Review and Approval
Design Review and Approval provides a framework to ensure new and existing templates and active content are subject to quality control as part of a structured review and approval process.
- Roles and responsibilities
  The diagram below illustrates the responsibilities of Project Managers, Template Designers and Reviewers and their interactions in the review and approval process.
- Projects
  Projects contain asset and review process associations allowing for the controlled change of Designer assets using review and approval workflows.
- Assets
- Review Processes
  Design review and approval processes are defined specifically for a project and are triggered when a Designer user submits an asset for review. Note that a review process can be applied to more than one asset.
- Reviewing assets
  - Claiming review tasks
    - Tasks statuses
  - Reviewing and approving asset changes
Workflow and template management
This section describes the management of workflow and template processes.
Administration
Systems Administration and Community Administration options.
Asset promotion
Asset Promotion facilitates the promotion of assets between a test, staging and a production environments.
Copyright

Claiming review tasks

As a reviewer you can view all tasks that have been assigned to you or, a group you participate in from your Home page. Note that your task list may contain both asset design and communications review tasks. When working with asset design review tasks, your project manager will define the way in which assets are approved by setting Who must approve and How groups approve options for each of the review step. Refer to Adding review processes to a project for further information.

To claim a task: Selecting the required template review task from the Tasks pane on your Home page or, from the task list. Clicking on the task's name indicates to the system that you have claimed the task. Refer to Reviewing and approving asset changes

Note: you will not be allowed to action certain review tasks according to their status, refer to the table that follows.