Review chains

A review chain is the set of steps a title's asset passes before it is approved: Creative, then Legal, then Brand, for example. Each step is one of your organisation's statuses and names who acts on it. A file that lands on a title placeholder enters the chain that applies. Each step waits in the reviewer's My work. A return sends the asset back to its maker with a note.

Where it lives

• Organisation, Reviews tab, Review chains.
• On a template set in Organisation, Templates: Review chains shows the organisation's default and that set's own chains.
• Reviews are answered in My work. Each step is a work order named "Review: asset, title".
• A title's Assets tab shows each asset's review trail: who it is with, who approved or returned it, and the steps to come.

Make a chain

A chain applies to one of four things:

1. Press New review chain.
2. Give it a Name, such as "Brand review".
3. Choose what it Applies to, then the set, the category or the asset category.
4. Under Steps, press Add step for each step, in order. Give each a name, such as Creative or Legal, choose its status, and choose who reviews it: A team, A person or Anyone with a permission.
5. Use Move up, Move down and Remove step to shape the chain. A chain has 1 to 12 steps.
6. Choose the Status on final approval, or leave the organisation's done status.
7. Choose the Status when returned to the maker, or leave the default.
8. Leave it Active and save.

One chain covers each target. To change what a target's chain does, open it and change its steps.

Which chain applies

The most specific active chain wins, in this order:

1. The template set category the asset was made for.
2. The template set it was made from.
3. Its asset category.
4. The organisation default.

When no chain applies, the file is filed as it arrives.

Answer a review

1. Open My work and choose the review.
2. Look at the asset and the steps: the one Under way and those To come.
3. Press Approve to pass it on. At the last step it is approved through the chain.
4. To send it back, write a Note saying what needs changing, then press Return to the maker. A return always needs a note.

A return raises a rework work order for the maker, named "Rework: asset, title", carrying your note. The maker is the person the placeholder was given to, or whoever filed the file. When they file a new file, the review starts again from the first step.

Changes to a chain

A review takes a copy of its chain's steps when it starts. Changing or deleting a chain leaves reviews already under way on the steps they started with. New files follow the chain that applies at the time.

Permissions

Reviews are decided by a person, signed in. An API key cannot approve or return a review. Every decision is on the Action log.

Rights

An asset's last approval publishes it to the brand portal, within its usage rights. See The brand portal and Asset families and usage rights.