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LP2: Viewing an Asset's Review and Approval History

Introduction

Any asset which has undergone or is undergoing approval cycles will have a Review History, which displays previous approval rounds and their Approvers, Comments and Verdicts.

Review History can be seen in multiple places in e-flow, including: during an Asset Approval task in the online approval tool, via the Activity Summary or Asset Details page.

 

See Review History via the Online Approval Tool

 

1. Open an approval task and find the Eye icon in the blue sidebar to the right of the screen.

This will display the Revision, Approvers, Verdict and Date.

review_history_OAT.png

 

2. If you wish to see the annotations for a previous or current approval round, click 'View' on the right-hand side.

asset_review_history.png

See Review History via the Activity Summary & Asset Details Page

Users can see Review History via the Asset summary page, which can be navigated to from the Activity summary page or the Asset Libraries page in the left-hand navigation bar (if they have access).

1. From the Activity Summary page, navigate to the 'Assets' tab.

2. Find the correct asset in the list and navigate to the Asset Details page by clicking on the asset's name.

asset_details_navigate_from_activity.png

 

3. Once you have selected the Asset click on the 'Review History' tab.

This will display the Revision, Approvers and Verdict. If you wish to see the annotations for a particular version, click the 'View' button under the Revision/Step column for that version.

review_history.png

 

Approval History

For assets belonging to Running activities, you can see their approval history in the 'Tasks' tab. The screenshot below displays each round of approvals the asset has gone through, the assignee and the verdict provided.

asset_summary_approval_history.png

 

 

See more:

LP2: Reviewing Assets in the Online Approval Tool

LP2: Viewing Activity Summary (Key Metrics, Tasks, Linked Activity, Fields, Assets, Products, Briefs and Commercials)

LP4: Assets and Asset Libraries

 

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