Create or Edit an Approval Process
Rev allows admin users to create a content so that specific users or groups must obtain approval before their uploads may be viewed. Further, the approvers that are set in the approval process may also be user accounts or groups. Only Account Admins and Media Admins are able to create an approval process.
For example, all training materials may need to be approved by a subject matter expert to ensure that information in a video is correct before uploading; or new employees may be placed in a New Hire group with experienced users set as approvers in a New Hire approval process. All uploads created by this group would then be subject to approval by the experienced users and video status will be set to Pending Approval. When the employee is deemed experienced enough, he/she may be removed from this group and no longer subject to approval for uploading.
To create or edit an approval process:
1. Navigate to > > .
2. Enter an . Click a previously created process to edit the attributes.
3. Specify the users or groups that will require approval. Click the search box under the section. Begin typing either the user account or group you want to add and Rev will search the system and complete your entry.
4. Click to complete your entry. Notice the image below has a New Hires group and one individual user account that will need upload approval in this approval process.
5. To remove an entry, click the name.
6. Specify the user accounts or groups that may approve content as part of this approval process. Click the search box under the section. Begin typing either the user account or group you want to add and Rev will search the system and complete your entry.
7. Click to complete your entry. Notice the image below has a New Hire Approvers group and one individual user account that will notified when content has been submitted for approval.
| Note: Approvers are also required to approve or reject the submitted content before it may be viewed by other users. If more than one approver is designated, only one approver needs to approve the content. |
8. To remove an entry, click the name.
9. Click to create the new process or if you are editing an existing process.
| Role(s): Create Approval Process: Account Admin, Media Admin |
See Also:
