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WhitUser
WhitUser
Level 3
March 5, 2024
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Proof Delegation March 2024

  • March 5, 2024
  • 1 reply
  • 1203 views

Hello Community..  I am constantly being asked by my clients for PROOF approval delegation. Despite everything I have read I cannot seem to find a way to do this. I understand that we can delegate Documents/Tasks/Issues but not proofs.

The Proof module does appear to have an out of office setting, even asking who I would like to delegate my proofs to - but in testing this it doesn't appear to affect anything (maybe a casualty of the proofHQ/Workfront integration?)

Could anyone confirm for me that Workfront (in March 2024) does not support PROOF delegation just to stop me looking!  and has anyone come across any workaround solutions ??

Many many thanks in advance

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    Best answer by Doug_Den_Hoed_AtAppStore


    Hi @whituser,


    The blurry Sasquatch photo you found suggesting Proof delegation might be (or have been) possible is tantalizing…but I regret that I cannot definitively confirm one way or another.

     

    What I can offer is a procedural alternative: by having a Knowledgeable Person consider the potential Approver’s schedules and then choose the best Approval Path upfront avoids needing to delegate Approvals.

     

    With that approach in place, and a calm exception report (or screaming user) pointing out items that need approval, you could also create a process to leverage Login As in order to make such Approvals “On Behalf Of”, if necessary.

     

    Regards,

    Doug

    1 reply

    Doug_Den_Hoed_AtAppStore
    Community Advisor
    Doug_Den_Hoed_AtAppStoreCommunity AdvisorAccepted solution
    Community Advisor
    March 5, 2024


    Hi @whituser,


    The blurry Sasquatch photo you found suggesting Proof delegation might be (or have been) possible is tantalizing…but I regret that I cannot definitively confirm one way or another.

     

    What I can offer is a procedural alternative: by having a Knowledgeable Person consider the potential Approver’s schedules and then choose the best Approval Path upfront avoids needing to delegate Approvals.

     

    With that approach in place, and a calm exception report (or screaming user) pointing out items that need approval, you could also create a process to leverage Login As in order to make such Approvals “On Behalf Of”, if necessary.

     

    Regards,

    Doug

      WhitUser
      WhitUserAuthor
      Level 3
      March 5, 2024

      Hi Doug

      Thank you for your time in replying.. If only the feature worked as advertised or maybe it could be hidden to save the extra diaspointment..

      Your procedural argument stands up well and I will pass on to the team suggesting they are a little more organised in this respect!

      I also think the 'Login As' will be a great help here.. off to work out access for my project managers so that the responsibility does not sit with me!

      Thank you again.

        Doug_Den_Hoed_AtAppStore
        Community Advisor
        Doug_Den_Hoed_AtAppStoreCommunity Advisor
        Community Advisor
        March 5, 2024

         

        My pleasure @whituser,

         

        Your Sasquatch polaroid is pretty hi-def, so yes, good idea having it expunged, if no longer functional.

         

        Do note that to Login As, at least one of your alternates will need to be (or have access to) as Workfront SysAdmin account in order for that feature to be available.

         

        Regards,

        Doug

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