Applying Markup to a Batch of Items

Sometimes items may be sent for approval as a batch. Batches usually consist of one or more similar items that are loaded into the system at the same time. These items are usually quite similar in their design, and may have minute differences such as size, orientation, etc. Batching items can save time, because you can apply your feedback in bulk on these items too.

Receiving Items as a Batch

When you receive items as a batch, admation will send you a batched email to let you know.

If you were to log into your admation account, admation would group any batched items together on your dashboard, as opposed to sending through separate notifications. 

We'll also label items as a batch in the approvals menu.

Once you click into an approval, you’ll notice subtle differences on your approval request screen. These subtle differences include:

• the ability to toggle between items in your batch; 
• the ability to batch apply comments across items; 
• batch approve items under the approve button; and 
• batch reject items under the changes button;

As of admation 3.95, we also have a separate batch view for animated files sent as a group. 

Once you have accessed your approval request, you can review all the items in a batch one-by-one or in a group.

Items sent to you as a batch also have the added functionality of the toggle. 

You can use the arrows at the top right hand side of your screen to toggle between the different items that have been sent to you as a batch. 

Or you can click the batch button to view a summary of the items altogether. 

Applying Mark Up to a Batch of Approval Items

Sometimes you may need to highlight issues that affect more than one of the items in a batch.Rather than making the changes one by one, you can add mark-up to a batch of approval requests instead.

Start by adding your feedback to one of the items using the mark-up tools. Once you’ve made a comment on one item, it will show on the side panel on the right hand side of the page. To apply this comment to multiple approvals, click the Batch Response button. It’s found on the comment you just made.

Then you’ll be prompted to select the item(s) in the batch that you would like to apply the comments to. Use the checkboxes to make your selections. Once you’ve made your selections, click Apply to Batch.

Whenever a comment is applied to a batch, you'll see a message that indicates the comment has been made across multiple items. You can click the Spectacles icon to review where your batched comment was made. 

Viewing a Batched Comment in Context

You may want to preview your batched comments in context for each item. To do so, use the arrows to locate your item in the batch. The markup will be shown on the right hand side of your screen under the Approval Info tab.

Click the View In Context button.

Approve or Request Changes to One Item in a Batch

Once you're ready to submit your comments in either Single or Batch mode, you can click Approveor Request Changes (or Conditional Approval if turned on in the system!) . When items are sent to you as a batch, a new window will pop up. Submitting your decision in Batch mode you will see the below screenshot. If you'd like to submit your changes for the current item only, click Submit. 

Otherwise, if submitting a decision from Single mode, you will be presented with the option to View Batch and head to the Batch View where you can submit a decision for the whole batch of items.

Batch Approving Items in an Approval

From the approval screen, you can also access the Batch View in the top right hand corner, where you'll see a Batch button.

When you click Batch, admation will show you a list of all the items that were sent to you in this batch together. From this screen, you can use the checkboxes to select the item(s) you would like to approve or request changes on. 

Then click Batch Approve or Batch Changes. 

If You're Reviewing Batched Items With Checklists

In admation 3.93, we introduced batch checklists for items sent together in an approval!

Where items are sent as a batch with reviewer's checklists attached, you'll need to complete the checklist(s) for each file before approving work. 

A checklist will show as orange where it needs to be completed, and you won't be able to approve the work. Instead, you'll need to click Show Approval Checklist on the right hand side of the screen.

When a checklist is completed, it will show as green.

From here, you can complete the one checklist, and apply your answers across the batch of selected items. Your responses will apply to all selected items. Admation will highlight which the items your active checklist responses apply to in blue.

You may also use Notes to provide more information on your responses. 

Once your checklists are filled to standard, click Complete. This will complete your checklist. You'll then be able to approve your selected items in the top left hand corner of the screen.

When you have sent your submission, the Approve, Conditional Approval and Changes button will be greyed out on your screen, indicating that no further action is required. You will also see the status of each of your assets on the resulting screen.

Click Exit to leave this screen once you're ready, or check out this quick 1-minute video for more information on filling out batch checklists!