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Explaining the role of the approver
Explaining the role of the approver

What can an approver in the proof’s workflow do? What makes this role important? What is their responsibility in the workflow?

Gemma avatar
Written by Gemma
Updated over 6 months ago

Explaining the role of the approver

The approver is the last person in the workflow responsible for giving final approval on the proof (or alternatively curating the feedback from other reviewers in the workflow and sending a to-do list back to the proof owner). You can have more than one approver in the last step if you need, and also set how many approvals are required before the proof is given final approval.

The approver can be replaced by the proof owner anytime during the review cycle (for example if they are away on leave and someone else needs to approve the proof).

The approver can do the following

  • Can mark up comments left by other reviewers for action as a to-do, or mark them to be ignored.

  • Can edit comments left by other reviewers for more clarity (for example, to correct spelling mistakes).

  • Can lock the proof during their review (this is optional). Locking the proof takes away the red pen from the other reviewers in the workflow.

  • If the inviter permission is turned on for the approver, they can nudge any reviewers who haven’t finished their review yet. They can also add/remove reviewers in the workflow.

Best practice

  • Lock the proof while going through the comments of other reviewers. This prevents new comments being added by others while you’re making your review.

  • At the top of the proofing screen (and also in the info pane) you’ll see a summary of the decisions (approved, approved with changes, changes please, no decision made) left by other reviewers – this will help you make your review.

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