NOTE: You can view the progress and status of a proof only if the following criteria are met. If you cannot use proofing as discussed in this section, contact your system administrator.
- Your Workfront environment is integrated with a Workfront Proof Premium account.
- You are a user with a Plan, Work, or Review license.
- You are a proofing user.
The following sections provide detailed information about proof progress and status, and how to view this information:
Proof progress indicates the work done on a proof from the time you send the proof to reviewers to the time they make a decision on the proof.
- Progress Icon Descriptions
- Progress Icon Colors
The progress icons, S, O, C, and D, appear in the progress bar indicate proof progress.
They indicate the following information about a proof:
The proof has been sent to reviewers.
Either the Proof details page has been opened or the proof itself has been opened in the Proof Viewer.
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.
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.
These icons can appear in the following colors to indicate certain information about the proof's progress:
- Green. Complete.
- White. Not complete.
- Orange. Not complete and deadline is less than 24 hours.
- Red. Not complete and past the deadline.
Workfront Proof uses the progress icons to track a proof's progress at each of the following levels:
- For each reviewer, based on that person's activity on the proof.
- For each stage, based on the progress the reviewer on the stage who is most behind in the proofing process. Add link to new article "Understanding Stages" after Karen edits it.
- For the proof, based on the progress of the stage (group of reviewers) who is the most behind in the proofing process.
For an example of how Workfront Proof determines progress using the reviewer or stage that is most behind, suppose three reviewers on a proof need to make a decision. If two of them have made their decision but the third has not, the progress bar for the proof does not show the D in green because of the outstanding decision.
If the Primary Decision Maker setting is selected on a proof and the primary decision maker submits a decision, the D in the proof progress bar turns green for all reviewers because no other decisions are required.
Similarly, if the Only One Decision Required setting is selected on a proof and any reviewer submits a decision, the D in the proof progress bar turns green for all reviewers because no other decisions are required.
The proof status displays the status of decisions that are required for the proof.
The standard status options are as follows:
- Approved with Changes
- Changes Required
- Not Relevant.
If custom decisions are configured 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.
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 from the Document List
- Viewing Proof Progress and Status for an Individual Document
- Viewing Proof Approval Information for All Documents You Submit for Approval
You can view proof progress directly from the document list.
- Navigate to the document list that contains the proofs where you want to view progress.
The proof progress bar is displayed for each proof in the document list.
- 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."
- Select the document that contains the proof for which you want to view progress and status.
- In the Details tab, locate the Proofing section.
- 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.
- You can complete any of the following actions from the Proofing Details page:
- Add an automated workflow
For more information, see "Adding and Managing Automated Workflows for Proofs."
- Share the proof's public URL
For more information, see "Sharing the Public URL" in "Sharing a Proof."
- View all activity that has occurred on the proof
- Send messages [! What exactly does this do?]
- Add an automated workflow
- Click Done.
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.