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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.
Creating Projects

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

Creating Projects

From the Projects page click on the New Project button. You will be prompted to enter the following information:

New project details


Field name	Mandatory	Description
Name	Yes	The name of the project. This must be unique within the Designer repository.
Description	No	Provide a meaningful description that for example, conveys the goals of the project to all of the participants of the project. Note that you can include a descripion of up to 8000 characters.
Project Code	No	The project code can be used to correlate a project with a project or other entity held outside the EngageOne system. The code can be used as another way to identify a project.
Due Date	No	The due date is used to indicate the date by which the project should be completed. If this is provided it can be used to sort the list of projects by when they are due.
Last Modified	Generated by the system	Indicates the date and time the project details were last modified.

Note:

Field restrictions:
- A Project Name or Project Code field cannot exceed 256 characters in length.
- The Project Description field cannot exceed 8000 in length.
- Project names must not contain slashes.
On clicking the Save button you will be allowed to associate assets and review processes to the project.