Reviews of creative content

Use the Review Area to collaboratively review creative content. The review process is started when the project manager uploads a source file for the creative content, of any file type, into the Review Area as a version. Each version of the creative content has its own Version Area where team members can discuss it and participate in the approval process.

The Markup tool provides robust collaborative review capabilities, but can be used only for certain file types.

When the Markup tool is available to review a version, the Markup tool icon is displayed. Reviewers can comment directly on the file.
When the Markup tool is not available, reviewers cannot comment directly on the file. However, you can add notes about the file to the Notes and Scribbles Area by using the Actions menu. You can also download the original file, add your comments to it, and attach your changed file to the note.

Versions

Each version in a Review Area is a comment-enabled file to which you can add feedback in the form of notes and scribbles. You never touch the source file for the creative content. The Markup tool converts the source file into a comment-enabled version when the file is uploaded to a Review Area. The Markup tool then collects, records, and displays all version feedback to facilitate the review process.

The project manager is responsible for uploading versions to the Review Area. After each review cycle, the project manager identifies which feedback to implement and manages this process. When a new version is ready for review, the project manager archives the previous version. The project manager then uploads a new version with a description of the changes, and the review process repeats.

Approvals

Approvals of creative items are in the form of either a single-step approval or a multiple-step approval flow that is related to a version in a review area. When a version is ready for approval, the project manager or review area manager creates a single-step approval or a multiple-step approval flow to collect approval responses from team members.

Team members cannot create approvals, they can respond only to approvals.

Note: Approval tasks are created within a project schedule to approve items outside of a Review Area. Approvals tasks are similar to a single-step approval and are displayed on your approvals list. Approvals tasks are also similar to tasks in a schedule: They can have predecessor tasks and are displayed on the Schedule page.

The review and approval process
The review process is iterative, with the project team repeating the review steps until a final version is approved.
Filtering My Todos
Todos are action items that are created and assigned during the review process. The My Todos page includes an assignment filter and a due date filter.
Filtering My Approvals
The My Approvals page shows information about all approvals to which you have access.
Responding to an approval request
During the review and approval process, the project manager creates an approval or approval flow to collect responses from team members. Reviewers receive an approval request notification or approval alert with a link to the approval.
Reviewing creative content in the Markup tool
When the creative content is of a file type that is supported by the Markup tool, use the tool to review the item.

Parent topic: IBM Marketing Operations OnDemand User Guide