Summary: As all industries move towards common compliance standards, retaining detailed activity on work becomes increasingly essential for every business. Our customers often review content that is not yet public and needs to show they've followed their policies during the review and approval process.
To this end, we've extended the review activity section to capture all changes and actions. Now you'll see exactly who changed the review and when.
Our Enterprise clients can also see a list of all the messages and notifications sent throughout the review and approval process. As a review owner, manager, or Ziflow administrator, you can see the timeline and content of all the notifications sent to each reviewer.
Available for: Administrators, managers, and users with access to the review. This feature is available on all editions. However, the range of the activity log depends on the Ziflow edition.
Where is the feature setup? Upon accessing the review details page, two tabs will be displayed: the activity log and emails.
In the Activity section, you can view the history of review events. Additionally, the Emails section shows all the emails sent while working on a review.
Features outlined in this document:
Activity log
Personal and Business editions register a variety of events:
Review creation / Review creation (from a template)
New version creation / New version creation (from a template)
Review ready for review (proof finished processing)
User submitted a decision / User submitted a decision for different user
User changed a decision / User changed a decision for a different user
User finished a review / User finished a review for a different user
User changed a review status / User changed a review status for a different user
User reacted to a comment
Bulk download (review original file)
Final decision is calculated
Review status changed
Review is archived/manually archived
Review is unarchived
Enterprise edition shows all events listed above and:
Review opened for the first time by reviewer
Reviewer added a comment
Reviewer replied to a comment
User/reviewer edited a comment
User/reviewer edited a reply
User/reviewer liked a comment
User/reviewer labelled a comment
User resolved a comment
User deleted a comment
User deleted a reply
User restored a comment
User restored a reply
Stage decision is calculated
Stage decision is changed
Review settings changed
Stage settings changed
Reviewer added
Reviewer removed
Reviewer settings changed (permissions)
Reviewer notification settings changed
Deadline change
User/system locked a stage
User unlocked a stage
Stage started
Stage name updated
Deadline passed
Review locked/unlocked
New version of the review created
Download original file
Comments exported
Review name updated
Review moved from a folder
Review deleted
Review is signed with an electronic signature
Custom properties changed
User reopened a comment
User removed label from a comment
Messages Log
You can also access the Email log on the Business & Enterprise editions. It allows you to check precisely what notifications were sent to whom and when.
The business edition shows these types of messages:
New Review /Version created
New Review /Version to review
Stage started
Review reminder
Deadline reminder
Enterprise edition shows items listed above and:
Hourly digest
Daily digest
Review decision calculated
New comment/reply
Comment labeled
Comment resolved/unresolved
@mention
Comment/reply updated
New decision
Verification code
If you click on a specific notification, you can see exactly what the email looks like.