When a guide requires approval, designated approvers from the team must review and either approve or reject the guide before it can be published.
Reviewing a Guide Approval Request
Here’s how approvers can review a guide:
Notification:
Approvers will receive an email notifying them of a guide approval request
If an approval order has been set up, approvers will receive the notification based on the set order
Reviewing the Guide:
Open the guide directly via the email notification or navigate to the guide that requires review
Use the Activity Log to:
Review changes made to the guide content
Check the workflow status to see pending approvals
Approve or Reject the Guide:
Approve & Publish: After all approvers have approved the guide, it will be published and available to end-users
Reject & Provide Feedback: Reject the guide to return the guide for revisions
📩 Based on your team's notification settings, relevant team members will receive an email informing them whether the guide has been approved or rejected.
Approve & Publish
Click the button in your email, or navigate to the guide requiring approval
Check the Activity Log to review all the changes made to the guide
Click APPROVE to approve this version of the Guide. If you are the final approver, click APPROVE & PUBLISH
Confirm the Workspaces where the guide should be visible and then click PUBLISH UPDATES
Team members will receive an email notification confirming the guide has been approved and published. The updated version will then be visible to end-users.
👣 Follow the step-by-step instructions in SwipeGuide
Reject & Provide Feedback
Click the button in your email, or navigate to the guide requiring approval
Check the Activity Log to review all the changes made to the guide
Click REJECT THIS VERSION to reject the guide & end the approval workflow
Enter your feedback in the dialogue box explaining why the guide was rejected
Click REJECT AND SEND FEEDBACK
Team members will receive an email notification with the rejection details. The guide will revert to draft status for revisions. Feedback and rejections will be logged in the Activity Log.
👣 Follow the step-by-step instructions in SwipeGuide