Document Approvals and Proof Approvals

[MichaelWi12]

Within WF are Document Approvals and Proof Approvals considered the same when generating reports? We have two different ways that documents are approved. 1. Within a Project Task, using the Approvals option. 2. Accessing a document as a proof and approving it that way. Just curious if reporting captures them as the same metric, or are they considered two separate metrics on the back end?

[Madalyn_Destafney · Accepted solution]

For the ways you're describing how you go about document/proof approvals, they will not be pulled into a single report. There are document reports (yes, proofs are also considered documents), proof approval reports (proofs only that are associated with approvers), task approval reports and task reports at play here.

For your #1 of getting documents approved, it sounds like you're actually using task approvals, so you'd turn to a task approval report OR you could have a task report filtered to only show tasks associated with X approval process, and could have it grouped by task approver name, with a column for approval status. Or project name grouping, then task name grouping, and a column for approval status.

For #2, you have proofs pending approval, you'd need a proof approval report.