Support Center

Available Actions

Last Updated: Sep 19, 2016 03:02PM EDT

Available Actions

Each project will have a set of available actions that can be performed throughout the cycle of a review.  Certain actions will be enabled/disabled depending of their status.

 

Action Icon

Action Performed

Available in Status

ai_info

This action enters you into a specific project's information page.  From here you can edit most details of the project including Status, Track-it ID, Deadline, Reviewer, Review options as well as have access to some additional project specific actions like Preview, Renotify, Archive, Report, etc.

Always Available

ai_preview

This action launches a read-only view of the project as would be displayed to the reviewer.  This allows you to confirm that the file you posted appears as expected.  Also useful for using when a client calls up and has questions, you can follow along with what he is seeing.  There are no markup tools or commenting allowed in this view.

 

green_flag

 

light_green_flag

 

yellow_flag

 

 

ai_release

 

This action will allow you to release a project from the On Hold status.

yellow_flag

ai_reviews

This action allows you to see the completed reviews for a project.

checkered_flag

red_flag

 

retrieved_red_flag

 

blue_flag

ai_replace

This action allows you to post a new version of an active project.  This action should be used when posting a subsequent version of a project as opposed to creating a new project.

 

All statuses except

 

light_green_flag

 

Retrieve it

ai_renotify

This action will display an email template which can be used to re-send the project notification to the reviewer. This action is only available on the Project Information page.

green_flag

light_green_flag

ai_modify

This action allows you to add and remove files from a project. Keep in mind that only PDF and Image files can be intermixed on a project.  Motion projects can only contain a single file and cannot be mixed with static content.  This action is only available on the Project Information page.

green_flag

 

yellow_flag

ai_retrieve

Retrieved.  This action is only available on the Project Information page.

light_green_flag

ai_versions

This action allows you to see the Approval Report and access previous versions of an active job. This action is only available on the Project Information page.

Always Available if there are more than 1 version for a project.

ai_report

This action allows you to view the approval report for a completed review.  The approval report is a text based detail of the project and reviewer data.  This action is available on the Project Information page and Archive Report.

checkered_flag

red_flag

 

retrieved_red_flag

 

blue_flag

ai_archive

This action allows you to move the active job to the Archive Report folder.  Archiving a project removes it from the workspace, however all history is retained.  This action is only available on the Project Information page. There is also a batch archive function on the workspace.

Always Available

ai_email

 

Always Available for Reports

ai_print

This action allows you to print a report . This action is only available of the Approval Report, Job Status Report and Archive Report

Always Available for Reports

ai_ca_review

This action only displays in the Collective Access workspace (special workspace used by your reviewers if enabled) and allows to launch the review of a project.

ca_green_flag

light_green_flag

ai_reviews

This action available in the Collective Access workspace allows them to view completed reviews (read-only access).

checkered_flag

red_flag
 

red_green_flag

ai_ca_expired

This is not an action, just an indication in the Collective Access workspace letting the user know that the deadline to review has expired and they can no longer add a review.

deadline_expired_flag

ai_rm_reject

This action is a Routing Manager specific action that allows them to quickly reject a project and add a review for immediate return to the Uploader and skips the Release process.

rm_red_flag

 

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