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Managing a proof set up with Automated Workflow

Introduction to managing Automated Workflow proofs

You can conveniently track the progress of your Automated Workflow proofs on the Proof details page.

The Workflow section of the page contains the information about the progress of each stage and also lets you modify, add, start and lock the stages on your proof.

Workflow views

View a stage in detail

This view will show you the details of an individual stage.

To select this view, click on the button at the top of the section (1). You can switch between stages using the diagram.

The stage you are viewing is highlighted in grey (2), to view a different stage, simply select it on the diagram.

View_a_stage_in_detail.png
View all stages

To view all stages in the workflow, click on the button at the top of the page (3).

All of the stages of the workflow will be listed in the section, however the details will be hidden. To view the details of a stage you can click the plus icon next to the name of each stage (4). This will expand the details of the stage.

View_all_stages.png

View all stages in detail

To view all stages of your workflow in detail, click the button at the top of the page (5).

This will show you all stages of your workflow with the details of each stage expanded. You can hide the details of each stage by clicking on the minus icon (6).

View_all_stages_in_detail.png

Workflow diagram

The diagram of your workflow is displayed at the top of the Workflow section.

You can hide the diagram by clicking on the hide button (1).

Diagram__1_.png

The stages on the diagram are marked as follows:

dot.png- an active stage

grey_dot.png- an inactive stage
sbw-key-icon.png  - a private stage

sbw-padlock-icon.png  - a locked stage

The lines between the stages depict the dependencies between the stages. The lines leading to inactive stages are dotted until the stage is activated.

Hovering over a stage in the diagram will show you the progress of the stage. If the stage is not active and you have edit rights on the stage, you will be able to start the stage from the pop up using the Start stage button. Similarly, the option to Lock an active stage will be displayed.

To find out more about the Progress bar, please visit the following help page.

Diagram_-_stage_summary.png

Adding a new stage

You can add a new stage to your workflow from the Proof details page.

To add a new stage:

  • Click on the New stage button (1)
Adding_a_new_stage_1.png
  • The New stage pop up will appear where you can populate the stage details and settings. The stage settings are discussed in detail here.
Adding_a_new_stage_2.png

Managing stage settings

>On the page details you can modify the settings for each stage (if you have edit rights):

  • Change, add or remove the deadline for the stage (1)
  • Lock the stage (2) - this option will come up if the stage is active; for inactive stages you will see the option to Start the stage
  • Modify the settings by in-line editing (3)
  • Enable or disable Only one decision required on the stage (4)
  • Change the privacy of the stage (5)

Managing_stage_settings.png
You can also move the reviewers between stages by simply dragging an dropping them from one stage to another. The available stages will be highlighted in blue with the drop areas for each stage clearly marked.
Moving_reviewers_between_stages.png

Stage options

The Actions menu (1) for each stage has the following options:

  • Message all (2) - you can send a reminder email to all reviewers on the stage
  • Share (3) - you can add new reviewers to the stage
  • Delete stage (4) - if the proof owner is on that stage, you will be asked to pick a new stage for them
    Stage_options.png