Creating a Review Creating a Review

Creating a Review

Roles

These are all the roles that are related to Review and Approvals:

  • can read shares
  • can write shares
  • can delete approval request
  • can write approval request
  • can read approval request

Create a Review 

Trigger Share Dialog

A review can be triggered from several places, for example the Asset Page in the Review & Approval Panel.

  1. Go to the Assets page.
  2. On left hand side click on Review & Approval Panel , and at the bottom of the Review & Approval panel choose Request Approval.

Alternatively trigger a review via a Playlist share by 

  1. Select one or more asset.
  2. Click on or right click and select Share in drop down menu.


     

Share Dialog

Important: For the Approval workflow to work the Users or e-mails have to be filled-in.

This modal dialog let’s you create a share that will be emailed out to the recipients. If you want to create a link that you can send around, please see sharable link.

Note: the following options can be controlled by administrators of your iconik instance and will override what you are able to choose here

  1. Users or e-mails: Select the users by starting to type their name, or if they are not in the list or it’s an external user then type in their email address.
  2. Custom Title: A title that overrides the title of the asset when viewed by the recipient.
  3. Share Expiry: Set a date when the share will time out.
  4. Allow download: will let the user download the Asset. It will only allow download from assets that have an original on Cloud storage of type “files”.
  5. Allow download Proxy: will let the user download the Proxy version of media assets.
  6. Allow upload: only available for sharing collections.
  7. Set Password: Optionally choose a password that they have to enter when using the share. 

Advanced settings

  1. Allow approvals on assets will let users approve or reject
  2. Add comments: will let the user add comments.
  3. Make comments completable the ability to complete a set of comments
  4. Show all users in mentions: If they mention someone in their comment, we will show the users list. Only shows if an administrator allows it
  5. Transcriptions: will let the user view transcriptions.
  6. Watermark: will let the user view watermarks.
  7. Asset metadata: Optionally choose a metadata view that they will have access to.
  8. Click SEND to send.

Appearance for Recipients

They will get an email with the message that you provided. There will also be a link to the asset, that let’s them only view that one asset unless they have an iconik account with you.

If you send the review to yourself, please note that you login as a normal user, they will have a different view.

Edit Review Request

It is possible to add and remove members to the review as well as changing the settings which was set when creating the review.

Go to the asset page then:

  1. Open the Review & Approve panel.
  2. Edit the fields you wish to change.
  3. Click on UPDATE

If you add another email or user to the review click on the add user icon next to the users name instead of UPDATE

If you add more users they will not automatically have a password unless you change one on the settings, this will however also change the password of previous users and Groups (legacy) or Teams without notifying them

Learn more