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Viewing the Progress and Status of a Proof

NOTE: You can view the progress and status of a proof only if your Workfront environment is integrated with a Workfront Proof Premium account. If you cannot use proofing as discussed in this section, contact your system administrator.

You can quickly view the progress and status of a proof within Workfront.

Understanding Progress and Status

Understanding Proof Progress

Proof progress is displayed when viewing an item on the Details tab in the Proofing section.

 

The following table lists the letters used in the Progress bar and their meaning:

Letter

Description

Sent

The proof has been sent to reviewers.

Opened 

Either the Proof details page has been opened or the proof itself has been opened in the Proof Viewer.

Comments made

Comments have been made on the proof.

If there are no reviewers (users who can make comments) designated for the proof, the C icon does not appear in the progress bar.

Decision made

A decision has been made on the proof.

If there are no approvers (decision makers) designated for the proof, the D icon does not appear in the progress bar. 

The following table lists the colors used in the progress bar and their meaning:

Color

Description

White

Not complete.

Orange

Not complete and deadline is less than 24 hours

Red

Not complete and passed deadline

Green

Complete

Progress bar is tracked on a few levels

  • Individual progress - for each of the collaborators
  • Stage progress - calculated from individual progress bars
  • General proof progress - calculated from all lower levels


NOTE: The overall progress of the proof is driven by the “worst-case” participant. For example, there are four reviewers and approvers on a proof, each of them needing to make a decision. If three of them have made their decision but the fourth one has not, the overall progress bar for the proof does not show the letter D in green, because of the outstanding decision.

If you do have the Primary Decision Maker or Only One Decision Required setting selected on a proof, and the right person submits their decision - the general Progress Bar Decision box turns green and all other decision makers have their decisions status D in green as well, as their decisions are not required any more.

Understanding Proof Status

Proof status is displayed when viewing an item on the Details tab in the Proofing section.



The proof status displays the status of decisions that are required for the proof. 

The standard status options are as follows:

  • Pending

  • Approved

  • Approved with Changes

  • Changes Required

  • Not Relevant. 


If you have set up custom decisions in your account, the status options reflect your custom decision settings.

The status of the proof is driven by the “worst case” participant. For example, suppose there are three decisions on the proof: two have the status of Accepted and one has the status of Rejected. The "worst case" decision of Rejected over-rules the other decisions and the overall status of the proof is shown as Rejected

Viewing Proof Progress and Status

You can view the progress and status of proofs for individual documents. Or, you can see proof approval information for all documents that you submit for approval.

Viewing Proof Progress and Status for an Individual Document

  1. If a proof has not already been generated for the document in Workfront, generate a proof, as described in "Generating a Proof on an Existing Document" in "Creating a New Proof." 

  2. Select the document that contains the proof for which you want to view progress and status.

  3. In the Details tab, locate the Proofing section.


  4. Click Details for more detailed information, such as the names of each approver, their role, and so forth.
    The Proofing Details dialog box is displayed. 


  5. You can complete any of the following actions from the Proofing Details page:
  6. Click Done.

Viewing Proof Approval Information for All Documents You Submit for Approval

You can view information about proofs that you have submitted for approval. Proof approval information is displayed in the My Work area only while the proof is pending approval. 

For information about how to view information about proof approvals in the My Work area, see see "Reviewing Work You Submit for Approval" in "Viewing Approvals.