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  • Status/Action — Use the main action button underneath to progress your task to its next delivery phase. These also represent the status of the task and you can read more in the section below on Statuses.

  • General Comments — Observe any general comments by hovering your cursor over the notes icon (top right).

  • Approve All — a short-cut feature that will bulk approve all visible items.  

  • More Options — the icon on the bottom-right of your pre-production item reveals a dropdown menu with additional relevant options: 

    • Update Details: allows you to edit any of the item’s saved details

    • View: opens a new tab with your pre-production document

    • Unapprove: only available after the item has been approved. To be used on the rare occasions when an item needs to be brought back into action after having been approved.

    • Send: opens with the VMS pre-production delivery email template.

    • Upload: manually upload a custom version of your pre-production document from your local drive (see note below).

    • Previous Versions: presents a list of every uploaded document. You can choose to restore any of those previous versions.

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Info

Uploaded documents will override the default template within that Pre-Production job. You can replace this document as many times as you like. The VMS will keep an archive of every version that you have uploaded.

This supports: 

  • When the client supplies their own documentation and you want it on the shared record.

  • When your project requires your own custom approach to a document

Statuses

Your pre-production tasks will progress through a number of statuses throughout their delivery cycle. Sometimes, the status will also clearly indicate your next steps.

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