System Setup: Integrated Proofs
Description:
There are technically two approval systems working simultaneously. A Workfront approval and a ProofHQ (Workfront Proof) approver. This looks like a unified system to the user, but does not function the same. The approval system has not been integrated.
Additional Details
The Workfront Approval system uses the Approval Area in document details, and the "Ask for approval" checkbox in the updates area (for any given document). The issue is, that the initial approval your user gives, sticks with that proof for the lifecycle of that proof.
Our org. uses versions, and requires fresh approvals for each document version, so we re unable to use that approval system.
Instead we use the ProofHQ approver system, the one that is set up when you go to documents > add a new proof.
Again, in the system, they are virtually identical, and frequently co-located. There are subtle differences, but It has taken extensive training to ensure that we are using the "correct" approval system for our organization. For example, "We use Approvers not Approvals" and in the my work > approvals area; any proof that appears with big colored button UI, should be rejected and re uploaded correctly.
Proposed solutions:
- A quick fix would be to simply make certain UI features a different color.
- The Approval box in the document details area
- The Ask for approval checkbox in the updates area
- A more involved fix would be to allow system admins to decide which approval system they will be using, either globally or for the proofs.
Users Affected:
Any org that uses Proofs, and multiple proof versions, and the Proof HQ workflow, and requires a fresh approval for each version.
