Asset Workflow

University Communications and Marketing uses a validation workflow to ensure that taxonomy and metadata fields are properly completed. This is a quality assurance process designed to maintain the quality of asset tagging and the overall integrity of the search and filtering system. Assets will not be visible in the DAM to other users until the assets have successfully completed the asset approval workflow.

Below is a flowchart of the asset approval workflow:

AssetWorkflow-Fig1
Fig. 1: The University Communications and Marketing asset workflow.

Workflow States

An asset can be in one of four states within the system:

  • Created: The asset has been uploaded into the system but is only visible to the asset creator. This is typically the state the asset is in when the asset creator adds metadata information before submitting it for approval from Asset Validators.
  • Under Review: The asset has been submitted for approval. It is not visible on the Assets page, only on the Review page. The assigned validator, based on the asset type, will receive a notification that an asset is ready for review. The reviewer can view the asset and approve or reject it.
    • If the asset is approved, it will become visible to everyone in the DAM (unless visibility restrictions are enabled).
    • If the asset is rejected, the asset creator receives a notification, and the asset remains visible only to the asset creator. The creator can make updates and resubmit for approval.
  • Rejected: An Asset Validator has moved the asset from Under Review to Rejected and provided a reason for this action. The Asset Creator can resubmit for approval after making changes to address the Asset Validator’s concerns. An asset in the Rejected state is only visible on the Create page for the Asset Creator; it is not visible on the Assets page.
  • Approved: A designated Asset Validator, based on asset type, has moved the asset from Under Review to Approved. Once approved, an asset is visible to all users with access to the DAM, unless visibility restrictions are applied by an asset admin.

Identifying an Asset’s State

The current state of any asset can be seen on the asset’s details page in the top-right corner.

AssetWorkflow-Fig2
Fig. 2: The asset’s state is shown on the right. This asset is in the Created state.
The current state of all assets for a particular Asset Creator also can be found on the asset cards within the My Assets panel on the user’s home page.
AssetWorkflow-Fig3
Fig. 3: Two assets in different states are shown in the My Assets panel on the home page.

Asset Validation Assignments

Assets flow through the validation workflow to a specific validator based on the asset type assigned during the metadata entry during asset creation. 

The following table details the Asset Validator user groups, the asset types each group reviews and the University Communications and Marketing staff member(s) assigned to each group:

Asset Validator User GroupAsset TypesValidator
Asset Validator — AdsAds, Advertorials, Audio Ads, Broadcast Ads, Out of Home AdsAngelina
Asset Validator — Annual Reports and MoreAnnual Reports, Brochures and Flyers, Design Files, Graphics and Illustrations (Nontrademarked), Invitations, Magazines, Maps, Posters, Signage and Promotional MaterialsNicole G.
Asset Validator — Audio and VideoAudio, Audio Interviews, Event Videos, Finished B Roll, Footage, GIFs, Hero Videos, Interview Videos, Large Format Videos, Music, Outreach and Educational Videos, Performance Audio, Performance Videos, Podcasts, Presidential Videos, Raw B Roll, Stock House Footage, Storytelling Videos, Tour Videos, Tracks / Loops, Vertical Videos, Videos, VoiceoversVisuals Group
Asset Validator — Social GraphicsPaid Social Graphics, Organic Social Graphics, Social GraphicsAnna
Asset Validator — Photos 1

Animal Photos, Building Photos, Event Photos, Landmark and Public Art Photos, Landscape Photos, Location Photos, Object and Concept Photos, People Photos, Photos, Portraits

Any of the above, when submitted by a staff member reporting up to the chief marketing officer within UCAM

Kelsie and Liam
Asset Validator — Photos 2

Animal Photos, Building Photos, Event Photos, Landmark and Public Art Photos, Landscape Photos, Location Photos, Object and Concept Photos, People Photos, Photos, Portraits

Any of the above, when submitted by a staff member reporting up to the chief communications officer within UCAM

Jack and Val

 

Submitting Assets for Approval

To move an asset from the Created state to the Under Review state, an Asset Creator can:

  • Click the box with an arrow (Submit for approval) icon on the asset card on the Create page, or
  • Click the Submit for Approval button on the Asset Details page
AssetWorkflow-Fig4
Fig. 4: The “submit for approval” button on an asset card on the Create page is outlined in red.

To submit multiple assets for approval:

  1. Select the asset using the checkbox at the top left corner of each asset card on the Create page or use the cursor tool to click, drag and select the items to be submitted.
  2. Click the box with an upward arrow (“Submit for approval”) icon at the top of the Create page. 
AssetWorkflow-Fig5
Fig. 5: The box with arrow “Submit for approval” icon appears on the toolbar at the top of the Create page.

Advancing Assets Through the Workflow

Assets can be moved through the asset workflow stages by Asset Validators or Asset Admins. Only users within a relevant Asset Validator user group will receive notifications when an asset enters the asset workflow.

To view assets that must be reviewed, approved and/or rejected:

  1. Click the Review tab to open the Review page. The Review page will display all asset cards for all assets ready for review. Asset cards include an asset thumbnail and additional information, such as the title, asset type (often shown in colored text with an icon), as well as any Asset Validator groups associated with the asset type .
AssetWorkflow-Fig6
Fig. 6: The Asset Card for this asset shows it has been tagged as a Portraits asset type and assigned to the “Asset Validator – Photos 1” and “Asset Validator – Photos 2” user groups.
  1. Click on an asset to view its asset details.
  2. Determine if the asset is to be approved or rejected. 

Note: Here are a few items that should be considered by validators evaluating assets during the review process:

  • Does the asset contain all the information deemed necessary and sufficient for metadata fields?
  • Is the asset metadata accurate?
  • Is the asset appropriate to include in the DAM?
  • Are the owner group, usage rights and usage rights details fields completed appropriately?
  1. Click the checkmark icon to approve the asset or the cancel icon to reject the asset. If the asset is rejected, provide the reasoning so the Asset Creator can correct and resubmit for approval.

    Alternative: Asset Validators also can approve or reject an asset from the Asset Details page by clicking the review options located at the top right corner of the page.
AssetWorkflow-Fig7
Fig. 7: The Approve and Reject review option buttons are visible on the Asset Details page.

 

AssetWorkflow-Fig8
Fig. 8: The reason for asset rejection is visible to the Asset Creator. In this example, the reason reads "Not enough detail."

 

 

Documentation updated: June 16, 2025

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