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Viewing the Progress and Status of a Proof in Workfront

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:

Understanding Proof Progress

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

Progress Icons

The progress icons, S, O, C, and D, appear in the progress bar indicate proof progress.

They indicate the following information about a proof:

 

Progress Icon

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. 

These icons can appear in the following colors to indicate certain information about the proof's progress:

  • Green. Complete.
  • White. Not complete.
  • OrangeNot complete and deadline is less than 24 hours.
  • Red. Not complete and past the deadline.

Levels of Proof Progress

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. 
    To learn more about stages, see "Understanding Stages."
  • 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.

Understanding Proof Status

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 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

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 from the Document List

You can view proof progress directly from the document list.

  1. 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.
    proof_progress_list.png

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.

 

This article last updated on 2018-09-18 16:28:25 UTC