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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.
Projects
Projects contain asset and review process associations, allowing for the controlled change of EngageOne™ Designer assets using review and approval workflows.
Viewing active 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 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

Viewing active Projects

Project managers can view the projects they are responsible for from the Projects page; this allows for:

Viewing details about all active projects.
Viewing project status information.
Balancing resource requirements across active projects.
Monitoring projects and recognizing where attention is required.

Project list view


Column	Content
Name	The name of the project.
Assets	The number of templates and active content items currently assigned to the project.
Created	The date on which the project was created. Note that the project creation time can be viewed by hovering over the date value.
Created by	The user ID of the project manager who created the project.
Due Date	When the project is due in number of days. Hovering over this value will show the actual due date via a tool tip.
Status	The current status of the project. Possible project status values are: Created - the project has been created. This status will remain in force until one asset associated with the project has been submitted. Running - asset and review associations have been made by the project manager. At least one asset must have been submitted by a Designer user for the project to be assigned a Running status. Approved - all assets in the project have been approved. Merging* - project assets are in the process of being merged onto the Main project in Designer. Merged* - indicates that the merge process in Designer is complete. Closed* - the project manager will close the project when all assets have been approved and the project has been merged into the Main project in Designer. * The project will be locked in these statuses; the project manager will not be allowed to add or remove assets.