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Decisions configuration

Introduction

This help page explains the setup of Custom decisionsDecision reasons, and the Post decision message. To find out more about these features and for advice on utilizing them in your account, please visit the Decisions help page.

Note that these features are only available on the Select and Premium edition plans. Administrators in the Standard accounts will not see this tab in their Account Settings.

Decision settings

ProofHQ also offers the ability to customize the decisions available to your reviewers. If you do not need all four decisions, you can hide some of them. You can also change the decision names. The same custom decisions are going to be displayed on all proofs created in your account. For more information on customizing decisions, please go to Custom decisions.

To hide a decision, simply click on Hide next to the decision you do not need. To rename a decision, click on the decision name, edit it, then click outside of the box (or hit Enter). This will update the name of the decision on all of your existing proofs. 

If you would like to go back to the ProofHQ defaults, click on Restore default decisions. 

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NOTE

  • The decisions are configured for the whole account, and the change will apply to all the decisions already made on the existing proofs.
  • The decisions have their logic assigned. We recommend you keep this logic when renaming the decisions (e.g., the default decision "Rejected" could be renamed to "New version required", but not to "Send to Printers").
  • The logic behind the decisions is used to calculate the "worst case scenarios," i.e., how to determine the overall Proof status if there are multiple decisions of various levels.
  • Decisions logic is used in Automated Workflow; the decisions of levels "Approved" and "Approved with changes" are used to trigger the next stages in the flows.
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  • If you rename the decisions and you would like to verify the logic, you can check your Activity log where the original Decisions display in brackets.
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Decision reasons settings

Decision reasons are a good way of capturing additional decision information about the proof. To find out how you can utilize Reasons in your Account, please take a look at Decision reasons. 

Here is how you set up Decision reasons. First, you start with a title for the reasons section in the pop up. By default it says Reasons, but you can change that by editing this field.

By default, reasons are available to all decision makers on your proofs, but you can restrict that to Primary decision makers only.

Depending on your requirements, you can allow multiple reasons to be selected or you can make it a single choice list. You can also make reasons mandatory - this means reviewers will have to pick a reason before they are allowed to save their decision on a proof.

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Now you are ready to set up your list of reasons. It is really simple. Just click on New reason and add the name. If you want to include a text box, select the Include text box checkbox and Save when you’re ready. To remove a reason from the list, click the trash icon.
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The most important step is selecting the decisions that reasons should display on. If you forget to do that, then reasons are not going to show on your proofs. To do so, check the boxes in the Display reasons column in the decisions list at the top of the page. You can select one or more decisions for your reasons.
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Post decision message

Post decision message is displayed after a reviewer saves their decision on the proof. For more information about this message, please go to Decision pop-up messages.

To add the text of the post decision message, edit the Message field. You can also decide if you want the message to be displayed to all decision makers or if you want to limit it to the Primary decision maker.

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The most important step of the setup is picking the decisions this message should be displayed on. If you do not select at least one decision, the message will not show on your proofs. So be sure to check at least one box in the Display message column in the decisions list at the top of the page.

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