In WebProof, you can set up a workflow to suit your specific needs with the Status Flow editor. However, we strongly recommend that you describe your workflow first. This makes it easier to set up your workflow in WebProof.
We have provided some examples below showing how you can set up workflows with the WebProof Status Flow editor and WebFlow automation in the Platinum version.
If you haven't already described your workflow, you can also use this to create an AS-IS map and then build a SHOULD-BE Map and compare how you can create a more lean workflow with WebProof.
Of course we at WebProof have experience with this and would be please to help you.
- Download workflows as an Excel template here - and use it to describe your own workflows.
Free and Basic workflow (fixed)
This is the workflow as it is set up in the Free and Basic versions, where it is fixed.
Note: Status flow is not available in FREE and BASIC WebProof versions. See more about FREE and BASIC setup here.
Note: An existing FREE or BASIC can be upgraded to ENTERPRISE or PLATINUM.
Enterprise workflow example 1
This example shows a simple workflow that could be used by an agency or internal department. The client could be an internal proofreader.
Note: An existing ENTERPRISE can be upgraded to PLATINUM.
Enterprise workflow example 2
This example shows a more complex flow that starts with an internal process before it is displayed to the client (or proofreader).
The example also shows that you can include many different roles in a specific order.
Note: An existing ENTERPRISE can be upgraded to PLATINUM.
Platinum and WebFlow example
This is the same example as that in Enterprise 2, but it includes WebFlow automation.
The WebFlow row shows when WebFlow has been activated by an upload or a status change.
See the WebFlow diagram below, which explains how the file is handled every time it is activated.
This shows the most common workflow setup on the WebFlow server.
General components
You can create unlimited codes with different colors and text.
In the template:
Place the code next to the role to show who will have the right to change the status.
A notification is normally sent when a status code is changed, but there are other options.
In the template:
Remember to place the notification next to the receiver role in the same column as the status code that triggers it.
This is an temporary user who can be invited to proofread selected pages for a limited time.
In the template:
Remember to place this element next to the Express User row in the same column showing the user role that has the right to invite and on the same stage.
Publish to Page-flip when publication is finished.
This can be used with the Platinum version.
In the template:
Remember to place this next to the role showing who has this rights. This is done one stage before the "role changes" status code.
The page preview can be displayed for only those with a specific role at a given stage.
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