Reviewing a Batch for Publication

Each batch in the Pending Approval section must be approved by both the Item Development Manager (IDM) and the Configuration team, in any order, before it will be published. The IDM is the Content team lead who manages all Content activity on the project.

You can filter to show only the batches that are ready for your review by using the IDM and Config filter buttons on the left side of the section.

To review a batch, click the appropriate Signoff button beside it. In the Approve Batch window, which looks similar to the Review Batch window, review the details of the segments and form blocks in the batch.

• To request further revisions, click Revise to Mapping (returns the batch to the Mapping In Progress stage) or Revise to Assignment (returns it to the Assignment In Progress stage). Enter a comment in the pop-up and click OK.

• To approve, click Approve. Enter a comment in the pop-up and click OK.

Once both teams have signed off, the batch moves to the Published stage and appears in the Published Batches section. In the Publication module, all the forms in the batch will appear in the tests to which they’re mapped.

To learn how to make further edits to a Published batch, refer to Editing a Published Batch. You will not be able to delete a batch after it has been published.

You can view the current state of the batch using the View button in the Published Batches section.