Tracking Document Reviews

Hi Sarah,

Although we don't yet have a solution to help you visualize the progress and (more pointedly) the "whose desk is it stuck on hold ups" associated with Workfront Approvals, I am interested to learn more details (e.g. are these Task Approvals, Issue Approvals, Document Approvals; how complex are the Approval Paths; what does the end result of your manual tracking look like, etc.) if it would be possible to share more.

Regards,

Doug

Thanks Sarah,

In that case, I think there might be an opportunity to pick some low hanging document-approval fruit.

Documents are one of the objects within Workfront that supports custom data; albeit used less often than others such as Projects, Tasks, Issues, Users, etc., and not quite as easy to work with (i.e. no bulk updating). Given the former, and working around the latter (using our Excel Updater solution, which does allow bulk updating of documents) when the time comes, you could:

• create a Document level custom form and attach it to those documents of interest
• on that form, at the point the approval is requested, capture the Review Requested Date, Reviewer Name, and Review Due Date (e.g. 5 days later)
• once the reviewer finishes their review (i.e. approves the document), the Review Complete Date would capture the moment, and the Review Duration In Days would calculate the difference between the Review Requested Date and the Review Complete Date
• With all that juicy goodness then ripening behind each document, you could then harvest it and create real-time Workfront Document Reports that show...well, whatever you wish, I suppose, such as Documents by Document Requested Date (e.g. to the month, to see aggregate trends) with a column for each Review Duration In Days (e.g. 0, 1, 2, 3...), showing a count of how many documents fit in each, and if you wish, stack those columns by Reviewer Name so you can visualize how well (or not) each Reviewer did in any given month, and/or is improving (or not) over time; especially if you added Prompts to the report (e.g. by Review Requested Date, Review Duration In Days, and Reviewer Name)

The tricky bit, as always, would be to noodle out the calculations for each of the custom parameters I've outlined, and for the first crack at this technique, it would be easiest to assume one reviewer per document. Once it's going, though, I suspect it could be broadened to account for multiple reviewers, rejections, etc. too.

Considering you're currently spending 2+ days sometimes to figure this all out (as, perhaps, are others following along), this strikes me as an avenue worth pursuing, since it could not only quickly pay back the time you're spending manually shuffling and tracking data, but could also replace your current analysis with some insightful and actionable reporting.

I'd be happy to chat further via email -- doug.denhoed@atappstore.com

Regards,

Doug

I am wondering whether a document approval report would give you what you need. This is what I used in a previous instance to track doc approvals.

While the standard doc approval report has all the basic columns that you seem to need, you can also use some calculated data expressions to help refine.

One of the most crucial pages that help advance report creation abilities further is this one: https://one.workfront.com/s/document-item?bundleId=workfront-classic&topicId=Content%2FReports_and_Dashboards%2FReports%2FCalc_Cstm_Data-Reports%2Fcalculated-data-expressions.html

On this page, I see a great looking "addweekdays" expression, which you can use to set up a column for the due date on a doc approval request. (just add 5 weekdays to your request date column)

Similarly, creating another column for a "weekdaydiff" calculation between request and approval date would give you how long the reviewer took.

I feel somewhat sure there's also code out there to help you format for length of time > 5 days but it's a bit lengthy to go into here and I wanted to keep this post short.

Thank you @Skye Hansen‚ and @Doug Den Hoed‚ ! I will look into both of your suggestions and see which one works out best for the metrics I'm tracking. I appreciate it!

Hiya Skye,

Great sidebar (although we’re getting off topic for Sarah)‚Ķ

A month or so ago, you’d mentioned something about tagging custom data on documents within Workfront, which I somewhat hesitantly said I would normally use the Excel Updater to do, since bulk updating documents within Workfront isn’t supported. A few days later, I confirmed the reason for my hesitation: it turned out that Excel Updater also could not support bulk updating custom forms on documents unless the custom form already existed on the document‚Ķdefeating the concept. So I cracked the code and dug into the details, eventually confirming an underlying exception in the Workfront API where it “claims” to attach the custom form and update the related custom data‚Ķbut actually doesn’t. After trying a number of different angles, however, I figured out a “two-pass” workaround, which now allows the Excel Updater to effectively attach Custom Data to documents that have NO Custom Form on them by simply running the Excel Updater twice.

With that fresh improvement in hand, I then returned to my immediate usecase, which was to export 30K documents out of a Workfront environment that had over half a million documents: I simply exported list of the 30K to Excel, added a couple of columns to the spreadsheet (ie Category ID and AtApp Export Date), ran the Excel Updater (twice), and then used our Workfront Merge logic to export “only” the 30K that I needed (which in turn, I then Merged into the new target environment). Although it sounds a bit boring now that it is working, it really did get me out of a jam, since ‚Äì otherwise ‚Äì the best option I could think of was to create a special user and “Revoke” access to all of the documents other than the 30K I needed‚Ķ2000 at a time‚Ķnoting that the 30K was a moving target‚Ķyikes.

More generically, now that Excel Updater is Smarter, it opens up a world of possibilities for easily tagging documents with custom data such as:

¬∑ Sarah’s management and reviewing of Audit Times

· Adding meta data for reporting purposes

¬∑ Tagging “official” documents across projects (e.g. Official Spec, Contract, Budget, Final Version, etc.)

· Augmenting workflow (e.g. by assigning a Team ID, a Group ID, a Role ID, and/or User ID)

· And many morrrrrre…

Got anything in particular in mind?

Regards,

Doug

For more conversation about managing content and documents in Workfront we have a great Leap session from James at Synchrony who shared how they manage all their content review and approvals there - and he's offering to answer any questions you might have here. IF it's helpful at all!