Editing an approval allows you to add and change who is approving an asset.
If an ad-hoc approver would like to receive an email of their approval step, the approver needs to be added before the step has started.
Edit an Approval
Navigate to the tasks tab and locate the approval you are wanting to edit. Select the three dots to the right side of the approval (as seen below).
When you select the pen tool on any of the current steps, you can update the step name, duration, contacts, predecessors and approval options.
When adding a new assignee, to an approval you are able to mark them as bypassable or not.
If you want to bypass an assignee on an approval and they are the only one on the step, you can do this by navigating to the activity summary page and selecting the 'Tasks' tab.
Under the 'Actions' column for the approver you wish to bypass, select the three dots ‘…’ and select 'Bypass Assignee'. This will allow you to enter a reason for bypass, which will be captured in the workflow as a reference.
Assignees can also be bypassed for Pending approval tasks and the bypassed user will not receive an email notification.
An approval can be aborted if necessary, this will completely skip the approval process & route to a brief stage. This will be most commonly used if a mistake has been spotted on the artwork as the artwork goes on approval, meaning the user does not want the client to review the artwork in its current state.
To abort an approval, go to the task tab in an activity:
Go to the 3 dots on the approval you wish to abort, click it and 'abort approval' option will pop up:
You will be asked to provide a reason for the abort & whether you want to send an email to the assignees once aborted. Finally, enter your password and select Abort Approval to complete this task.