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Design Review and Approval
Design Review and Approval provides a framework to ensure that 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.
Project manager

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 the accuracy of pre-populated data, or enter missing data before the communication is edited.
Editing communications
This describes the editing options that allow you to create 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 that 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 EngageOne™ 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 EngageOne™ 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 test, staging and production environments.
Notices

Project manager

A Project Manager is responsible for:

Creating new projects. See Creating Projects.
Creating new assets and associating existing assets (templates and active content) to projects. See Assets.
Defining asset review processes. See Adding review processes to a project.
Viewing all review processes associated with a particular project. See Review processes associated with a Project.
Associating review processes to assets. See Associating review processes to an asset.
Viewing active projects to understand workload. See Viewing active Projects.
Closing projects to indicate to the system and to others that the project is no longer active. See Closing projects.

Note: A single EngageOne™ Designer repository is used to store projects that may be created in different communities within EngageOne™ Compose.