Why it is useful
Sign-off that lives in people’s heads is forgotten by the time the build starts. The report says what was approved, by whom and when, what is still open, and the research each part rests on, so the decision can be handed over and defended later.
Every page and component has its own approvals. The Approvals tab shows how far each has got, keeps the history of who changed what, and makes the sign-off report.
Step 1: See how far sign-off has got
On the prototype, click Inspect and open Approvals. The ring shows how many of the page’s approvals are given, and Components shows each part of the page.
Step 2: Give the last approval
Click an approval and set it to Approved. When every approval is given, the page reads Approved.
Step 3: See who changed what
Click the clock beside Plan for the history of the whole prototype: every approval that moved, every comment, and who did it. A component and a plan item each show their own history.
Step 4: Hand over the report
Click the page button beside Plan to print the sign-off report or save it as a PDF. It says what is approved, by whom and when, the comments still open, and the research behind each part.
Tips
- In Crux, the page editor’s Approvals tab downloads the same report as a PDF or a Word document.
- The report shows the research behind a part when a finding is linked to it. Link your findings first.
- Only an Approver, an editor or an admin can give an approval.