Approving a Local Copy Content

You can review the copy text of the local copy, and approve or reject by selecting the required option.

Required access roles:

  • Baseline: Leader
  • App-specific: Local Copy Approver

Before you begin: Ensure that you are on the Artwork Element page of a local copy approval task. For more information, see Artwork Element Page of a Local Copy Approval Task.
  1. Click i to view and edit the task details.
    The Summary View page appears.
  2. In the page toolbar, click Edit Details.
    The Edit Task Details page appears.
  3. Enter these details.

    Field Description
    Due Date Click to select an appropriate due date and select an appropriate due time from the list.
    Comments Type the comments.

  4. Click Done.
    The due date and comments are saved, and the Edit Task Details page is closed.
  5. Optional: In the page toolbar, click Update Assignee to change the assignee.

    Note: If you change the assignee, you cannot approve and submit the task. If a route template is assigned to the local copy, you can update an assignee only if the route template is created with the Allow Delegation check box selected.

    The Approval for Local Copy Type page appears.
  6. Optional: Enter these details.

    Field Description
    Due Date Click to select an appropriate due date and select an appropriate due time from the list.
    Update Assignee Select the type of new assignee.
    New Assignee Click and select a different local copy approver.
    Reassignment Comments Type the reassignment comments.

  7. Optional: Click Done.
    The assignee is changed and the task is removed from the tasks in the Assigned Tasks tab, and the Approval for Local Copy Type page is closed.
  8. Close the Summary View page.
    This updates the Artwork Package page for the local copy approval.
  9. Select the Copy Type Element check box of a local copy element.
  10. In the tab toolbar, click Approve or Reject to approve or reject the artwork element.

If the FDA compliance is activated, enter your credentials and comments before performing the following steps.

Note: Enter the credentials of a local copy approver. A notification email is sent to the route owner whenever you submit the approval task.
  • If you approve the task:
    • The Inbox task is approved and completed.
    • The notification email for local copy content approval is sent to the master copy author through IconMail and Outlook (if it is configured with the application).
  • If you reject the task:
    • The Inbox task is rejected.
    • An Inbox task for the local copy author is created.
    • The previous routes and Inbox tasks are removed.
    • A notification email for local copy content authoring is sent to the local copy author through IconMail and Outlook (if it is configured with the application).