Picture of Extra Artwork Verification with Multipart Using Blocker Status or Approval Workflow

Extra Artwork Verification with Multipart Using Blocker Status or Approval Workflow

This tutorial covers how to set up additional manual checks before orders proceed through your production workflow in Infigo, focusing on two main methods: enabling a “blocker status” to pause all new orders until they are reviewed, and configuring an approval workflow so specific users can approve or reject orders before they move forward. Whether you’re working with MultiPart products or other storefront setups, these features allow you to verify artwork, confirm product details, and ensure overall quality control in the early stages of your print workflow.

Tutorial Video Transcript

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uh the very final thing I want to
uh talk about here
is the ability again these are things
which are infigo wide not specific for
MultiPart products but it can be useful
So it's the ability to add additional
manual checks
on artwork and on products uh if it's
required So you can have your pit stop
profiles you can have those upload
instructions and the downloadable
example but maybe in your first stages
you you still want to make sure that you
trust the system or you want to put an
extra level of checking in there It's
it's each to their own Everyone's got
different ways of working but there's a
couple of ways in which you might want
to do this uh which I can very quickly
mention to you and talk you
through One of them is the ability to
put a blocker status on the any orders
that come through your system Now this
is storefront wide It's not product by
product So keep that in mind But what it
means if I just go to
the order settings
screen All it is is this checkbox here
It sets a blocker status on all new
orders that come through And it means
before they get fully integrated into
your production workflow they appear in
the Infigo system with a blocker status
It means that your team can go in and
check the files that come out of it Make
sure that you're happy with it or make
any changes if required Once you're
happy just get rid of the blocker status
and it will carry on moving through the
system
So if I save
that and then we'll just put that order
through which I've just made
Okay So what we should see now assuming
I'd saved and set that up all
correctly is that order has now come
through as blocked So no that's not gone
any further in our production workflow
than order being placed and then
blocked But then when we're ready we can
just get rid of the block status and
then it will continue through to
whatever our workflow may be whether
that's hot folders within or getting
pushed into a third party MIS whatever
it might be
Uh the other potential option
for sanity checking uh is the approval
workflow Now this is more of a case of
getting some users to check the uh
orders put in by other users but it is a
potential option if you want to add that
extra layer of security in the early
stages or if your workflow requires
it So in it again there's loads of
resources on the academy for approval
workflow It's it's its own topic Um but
it is in its most basic form very easy
to set up You go to the
approval workflow
settings enable the approval workflow
and then what you do is you assign one
or more of your users to have an
approver um customer
role And then either on a user basis or
on a product byproduct basis you can say
which approvers have to check either
which users orders or certain product
orders that come
in So for example I've got it set up
here where we've got per product
approval enabled And then I've got one
particular product in
my
catalog which is a MultiPart
product If approval is enabled I can go
to this approval tab and this is just
saying that anytime this product is
ordered this particular user or multiple
users if we want had to approve before
it can go through So it just means just
an extra level of checking how that
actually comes through into the
system So you have to be logged into the
front end to see this
properly You'd get this approvals tab in
the front end So this would appear for
approvers themselves and any orders that
come through which are relevant to them
that they need to approve would appear
in here So you could download the
artwork then you could approve reject
cancel whatever you need to do
That's in its most basic sense There's
loads more approval workflow can do And
to reiterate they are not MultiPart
product specific They can be used
storefront wide
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Alternate Search Terms

manual file inspection, blocker status, order hold process, approval checks, production hold, quality control review, proofing process, artwork review, workflow approval, additional security layer