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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.
Projects
Projects contain asset and review process associations allowing for the controlled change of Designer assets using review and approval workflows.
Viewing Project details

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
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

Viewing Project details

You can view asset and review processes associated with your project by clicking on the project's Name link on the Projects page. Use the Assets and Review Processes buttons to switch between views. Refer to Assets and Review Processes for further information. Click Mark Complete when all assets associated with the project have been closed, refer to Closing projects

Asset list view


Column	Content
Name	The icon indicating asset type and the name of the asset.
Asset type	The type of the asset: Template or Active Content.
Projects Associated	The total number of active projects the asset is participating in. Note that this value includes the current project.
Associated Review	The name of the review process assigned to the asset.
Updated	The date the asset was last updated. Note that by hovering over this value the time the update took place is displayed.
Updated by	The name of the user that last updated the asset.
Status	The status of the asset as follows: Unmodified – added to the project but not been modified. Modified – modified but not submitted for approval. Submitted – submitted for approval, but not yet approved or rejected. Approved – the asset has been approved. Rejected – the asset has been rejected. Merged – merged onto the Master project in Designer.

Review process list view


Column	Content
Name	The name of the review process.
Steps	The number of steps in the review process. Click on the number in this column to list details about each step defined in the review process.
Assets	A count of the number of assets the process has been assigned to. Click on the number in this column to list details about each asset assigned to the review process.
Created	The date the review process was last created. Note that the review process creation time can be viewed by hovering over the date value.