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Approval Workflow

This section explains the approval workflow for submitting, reviewing, and publishing manifests from the Project Navigator to the CDM Library. Approval is a premium workflow and is only required when your organization enables review controls for CDM Library publication.

Approval Workflow Overview

The approval process follows these stages:

  1. Submit a manifest for review
  2. Assign reviewers
  3. Review and decision making
  4. Resolve requested changes
  5. Publish the manifest

1. Submit a Manifest for Review

To submit a manifest for approval:

  1. Right-click the manifest in the Project Navigator.
  2. Click Submit for Review Submit for Review.
  3. Enter request details if required.
  4. Confirm submission.

After submission, the manifest becomes read-only while the request is active.

2. Assign Reviewers

Reviewers are assigned automatically or manually depending on organization settings.

You may see:

  • Required reviewers — cannot be removed from the request
  • Optional reviewers — may be added if allowed by organization settings

Reviewer assignment behavior depends on organization approval settings.

3. Review and Decision

Assigned reviewers evaluate the manifest and submit one of the following decisions:

  • Approve — confirms the manifest is ready for publication
  • Reject — closes the request and rejects publication
  • Request Changes — requires updates before approval

Reviewer decisions are tracked within the request.

4. Request Changes

If changes are requested:

  1. Right-click the manifest in the Project Navigator.
  2. Click Cancel Request Cancel Request.
  3. Update the manifest.
  4. Submit the manifest for review again.

Request cancellation required

A request must be cancelled before changes can be made. While a request is active, the manifest remains immutable.

5. Publish the Manifest

Once all required reviewers approve the request:

  1. Open the Request panel.
  2. Go to the SUBMITTED tab.
  3. Open the approved request.
  4. Click Publish.

The manifest is published from the Project Navigator to the CDM Library for the current organization.

6. Unpublish a Manifest

To unpublish a manifest:

  1. Open the CDM Library.
  2. Open the published manifest.
  3. Click Unpublish.

Only the manifest owner, Manager, or Admin users can unpublish manifests.