Briefing > Brief Approval

In WorkBook an automated briefing approval process can be configured to send notifications to selected users for their approval.

Whether your company has a briefing approval workflow in place or not, the steps below will either approve the brief or trigger the approval process.

BRIEF APPROVAL

This briefing approval process applies to both job and task briefs.

• To approve the brief, click the approve briefing button

Open

MANUAL BRIEF APPROVAL

If your agency has no formal brief approval process, but you’d like the brief to go to someone for approval, you can:

• Go to the briefing approvers tab

• Click the add approver button

• Click ok

Open

• Go to the briefing tab

• Click the approve briefing button

REVIEW BRIEF APPROVALS

• Go to the briefing approvers tab to review who the brief approval is with and any comments they have made

CANCEL BRIEF APPROVAL

• To cancel the brief approval go to the briefing tab

• Click the cancel briefing approval button

• If you are sure you want to cancel the brief approval, click yes

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