Visual Workflow: Approval Workflows and Reviews A project administrator needs to create at least one approval workflow before members can start creating reviews.
Tip: Click the underlined steps in the diagrams to learn more.
Create an Approval Workflow View the diagrams below to learn the basic steps for creating approval workflows and using them to initiate reviews.
Project Administ... Select template Select Initiator, Reviewer & Approver
Select Initiator, Rev... Specify time allowed Specify approval statuses
Specify approval stat... Specify action upon completion
Specify action upon... One-Step Approval Two-Step Approval Three- to Six-Step
Three- to Six-Step... Two-Step... Three or Four-Step
Three or Four-Step... 1 Approver 1 Reviewer 1 Approver 2-5 Reviewers 1 Approver 1 Approver 1 Approver Group of... 2-3 review steps including 1 group review
2-3 review steps incl... Create approval workflow Viewer does not support full SVG 1.1
Initiating a Review Note: The number of steps in a review and the designated initiators, reviewers, and approvers are pre-defined by your project administrator when the approval workflow is created. See above for more information.
Colors indicate the role/responsibility:
Initiator Reviewer Approver Select approval work... Initiate review Review files, add comments & markups
Review files, add co... Release task or submit review
Release task or subm... Review files, add comments & markups
Review files, add co... Select approval stat... Submit and close rev... Select files for review Start initial review Start final review Viewer does not support full SVG 1.1
