Glossary

Common Terms and Definitions

Term	Definition
Approval Candidate ID	In the process template and subsequently in projects, each task type uses an Approval Candidate identifier to indicate what the artwork being routed for approval will be identified by in the system. This ID is used when linking artwork files to Auto Transfer to DAL tasks or for reporting purposes. Template administrators can enter their approval candidate IDs directly in each task within an approval process . See Process Templates for more information on setting up templates.
Approval File	A file that has been routed for approval through a workflow process.
Approval Task	This task type defines any task that requires a user to open a file, review it, and approve it through BLUE.
Approver	Approver is a role associated to tasks in BLUE. The approver role is responsible for reviewing and making approval decisions on artwork files in the Online Proofing tool. Approvers can view comments from reviewers, which, along with their own review, may help them decide whether to approve or reject the file. Their selection of approval or rejection will determine if the cycle can proceed, or if it will stop, which will cause a subsequent cycle to start in order to route an updated artwork file.
Asset	A digital file or element of value that is stored in BLUE.
Asset Library	Also known as the digital asset library, this web-based file cabinet allows you to access files in various formats (PDF, MS Word, media files, audio files, video files, etc.) and store metadata related to them. See Asset Library for more information.
Base Artwork File	Used in both Auto-Generated Sub-Processes and Select Base Artwork tasks, the base artwork file is a file selected from the library and added to a project as an original base file to help guide the development of an approval file. The file from the library will be available to task owners within the approval process to use as a reference base artwork file.
Bypass	Bypass is a project action that a project or sub-process owner can take to skip on a task or sub-process. Bypassed tasks and sub-processes will remain in the task list, but will be skipped when the preceding task has been completed. Bypassed tasks and sub-processes can also be unbypassed. See Projects for more information on bypassing multiple tasks or hiding bypassed tasks.
Chat Message	An informal dialog at a project or sub-process level. All project chat events are logged in Project History.
Chat Topic	A project or sub-process subject that users can chat about. Create new topics and send messages about existing topics at the project or sub-process level
Company	A company represents an organization to which BLUE contacts and users belong.
Constraint	A type of conditional custom field, where the values in a drop down list depend on the option selected in the previous drop down list.
Custom Field	Any field that is created for a specific client. Custom fields allow you to define additional information to be stored with elements. Custom fields appear with standard fields on the element page of an element. There are different types of custom fields, depending on the type of data that will be accepted. Date custom fields support day, month and year values between 1970 and 9999.
Duration	An estimated length of time in days that a project or task requires to achieve its goals and desired outcomes.
Dynamic Workflow	Dynamic workflow allows project owners to make live changes to tasks, sub-processes, and approval cycles in their projects. The options consist of being able to Insert tasks, Rewind a set of tasks or tasks within a sub-process, or edit tasks within the Approval Cycle Builder. These changes are controlled by the project owner and take effect immediately or when a project is resumed.
Elastic Schedule	An Elastic Schedule is a Forecast Method that can be selected at project creation or edit. An Elastic Schedule will adjust the project due date based on task completion dates. Task due dates adjust to give the user the allotted amount of time for the task. See Projects for more information.
File	A digital asset, such as an image, font, document, or other design object that is associated with an element. Files can be associated with other element types, such as folders, tasks, or projects. Files are stored in the asset library.
File Collection	A file collection is way of organizing or labeling your files based on common properties to create a grouping of files that you can share or have shared with you. See File Collections for more information.
File Expiry Date	The date value used on an asset that indicates to the system that you wish to have the file status changed, or expire the asset to make it a historical record on that expiration date. See Asset Expiration for more information.
File Expiry Status	The status value used on an asset that indicates what status the asset should be changed to on its expiration date. See Asset Expiration for more information.
Fixed Schedule	A Fixed Schedule is a Forecast Method that can be selected at project creation or edit. A Fixed Schedule will maintain the due date of a project’s tasks regardless of whether the previous task was completed early, on time, or late. The Fixed Schedule is selected by default when creating a project. See Projects for more information.
Forecast Method	A Forecast Method can be selected at project creation or edit to assign a Fixed or Elastic schedule to a project. See Projects for more information.
Group	User Groups are sets of users that have common security rights and functions. Assigning users to User Groups enables you to control what a set of users can do and access in BLUE. Only Administrators can assign users to groups
Insert Task	A project owner can insert Standard and Upload Reference Files tasks within a project that has not yet been completed. See Dynamic Workflow for more information.
JSON file	JSON (JavaScript Object Notation) is a minimal, readable format for structuring data. It is used primarily to transmit data between a server and web application, as an alternative to XML.
Manual Transfer to Library Task	A workflow task that allows a user to transfer (move) approved assets to a specific location in the File Library. See Task Node Settings or Tasks for more information.
Metadata	Information about an element that is classified and organized into fields.
Milestone	A milestone is a reference point that marks an event in a BLUE project and is used to monitor the project’s progress. Milestones can be added at any level in the process templates and will appear in projects created from the process template. Milestones do not have task owners.
Process Template	A process template is a structured series of activities defined in a certain order with dependencies to produce a designated outcome or reach a specific state of completion. Each activity is tracked by start and end dates, duration, statuses, and responsible owners
Project	Projects are created from process templates and contain all the resources needed to accomplish an objective, including tasks, files, assigned personnel, and schedule. See Projects for more information.
Project item	A project item is any item within a workflow, such as a task, a milestone, or a sub-process.
Publish	An action in the asset library that allows users to share one or more files to people within and outside of BLUE. When used, recipients will receive a link, which expires in 48 hours, to download the files.
Reference File	A file that has been added to a project and/or task that can be used as a reference to complete tasks within a project. Approval files can be compared to reference files during an online proofing session. Also see Reference File Visibility.
Reviewer	A Reviewer is a role associated to tasks in BLUE that is responsible for reviewing artwork files in the Online Proofing tool. If comments are added on the file by reviewers, others can view the comments to help other reviews. When reviewers finalize their review on a file, the routing cycle will proceed to other reviewers, if others have been assigned.
Review Cycle	A review cycle is defined on the process template, it is the process that contains tasks for uploading, reviewing, and approving an artwork file. While a project is in progress, project and / or sub-process owners have the option to determine which completed reviews and / or approvals are to be included in subsequent cycles, when the approval files have been rejected by one or more review or approval tasks during a review cycle. See Managing Review Cycles for more information.
Review Task	A task displaying information or a file that a user needs to review online using either the file’s native application or the Online Proofing application. Approval or rejection is not required.
Rewind	Project and sub-process owners can choose to rewind a set of completed tasks or sub-processes in an active project. Rewinding to a selected location in a project will change the completed status of the project items to in progress or pending. Rewinding multiple project items will allow task owners to make necessary changes or upload different files. See Dynamic Workflow for more information.
Saved Search	This is a set of saved search filters that can be reused again in the future. For the searches that I own, I may share them with other BLUE users, rename, delete, or update their search criteria. See Project and Task Search or Library Search for more information.
Standard Task	A task you accomplish and complete outside of BLUE and without the help of BLUE. Examples would be calling a supplier, calling a meeting, or printing a file. You can complete these tasks in BLUE by opening the Task Perform screen and indicating the task has been completed.
Sub-Process Generation Asset	This is the asset used in Auto-Generated Sub-Processes that was selected from the library to create a sub-process in a project. The sub-process generation asset may also be the base artwork file when the asset it not changed in the Select Base Artwork File from Library task. This sub-process generation asset will appear in the sub-process details panel and the references section in the project.
Swimlane	A swimlane is a visual element used in process templates that visually distinguishes job sharing, groups, and responsibilities in a business process or workflow.
Tag (Project Chat)	A user is mentioned in a chat message and tagged by typing @ and then selecting the user’s name. A tagged user is notified by email. The tagged user will also see a red dot on the Notification icon when they log into BLUE. Out of Office users are noted with a red dot next to their name
Task / Task Node	A step in the workflow that needs to be completed. There are several task types, Standard, Upload Reference Files, Complete Form, Upload Approval File, Review, Approval, Automation, or Transfer to Library tasks. See Task Node Settings or Tasks for more information.
Text Compare	A licensed module that allows reviewers to quickly compare the text between two files from within the online proofing tool. Text Compare is supported within a workflow (in task context) as well as outside a workflow (from the asset library) and works with single and multi-page files. In addition to finding differences in text content, the reviewer can choose to compare some text properties, such as changes to font and style.
Upload Approval File Task	An Upload Approval File task requires you to upload a file as a candidate for review and/or approval. The approval file can be annotated in a review cycle for further editing, or it can be rejected or approved. See Task Node Settings or Tasks for more information.
Upload Reference Files Task	An Upload Reference Files task will require you to locate a file in your computer (or accessible network directory) and upload it to BLUE or attach an existing file from the asset library. This file is usually a reference file or supporting document that does not need to be routed for review and approval, but that can be accessed by any user who is involved with the project. See Task Node Settings or Tasks for more information.
Vlink	This option in online proofing allows you to share the file that is being reviewed with external users. Recipients of this link will be able to see the approval file and add their annotations. You can also set an optional expiry date and password.

Common Terms and Definitions

Approval Candidate ID

Approval File

A file that has been routed for approval through a workflow process.

Approval Task

This task type defines any task that requires a user to open a file, review it, and approve it through BLUE.

Approver

Asset

A digital file or element of value that is stored in BLUE.

Asset Library

Also known as the digital asset library, this web-based file cabinet allows you to access files in various formats (PDF, MS Word, media files, audio files, video files, etc.) and store metadata related to them. See Asset Library for more information.

Base Artwork File

Bypass

Chat Message

An informal dialog at a project or sub-process level. All project chat events are logged in Project History.

Chat Topic

A project or sub-process subject that users can chat about. Create new topics and send messages about existing topics at the project or sub-process level

Company

A company represents an organization to which BLUE contacts and users belong.

Constraint

A type of conditional custom field, where the values in a drop down list depend on the option selected in the previous drop down list.

Custom Field

Any field that is created for a specific client. Custom fields allow you to define additional information to be stored with elements. Custom fields appear with standard fields on the element page of an element.

There are different types of custom fields, depending on the type of data that will be accepted.

Date custom fields support day, month and year values between 1970 and 9999.

Duration

An estimated length of time in days that a project or task requires to achieve its goals and desired outcomes.

Dynamic Workflow

Elastic Schedule

An Elastic Schedule is a Forecast Method that can be selected at project creation or edit. An Elastic Schedule will adjust the project due date based on task completion dates. Task due dates adjust to give the user the allotted amount of time for the task. See Projects for more information.

File

A digital asset, such as an image, font, document, or other design object that is associated with an element. Files can be associated with other element types, such as folders, tasks, or projects. Files are stored in the asset library.

File Collection

A file collection is way of organizing or labeling your files based on common properties to create a grouping of files that you can share or have shared with you. See File Collections for more information.

File Expiry Date

The date value used on an asset that indicates to the system that you wish to have the file status changed, or expire the asset to make it a historical record on that expiration date. See Asset Expiration for more information.

File Expiry Status

The status value used on an asset that indicates what status the asset should be changed to on its expiration date. See Asset Expiration for more information.

Fixed Schedule

Forecast Method

A Forecast Method can be selected at project creation or edit to assign a Fixed or Elastic schedule to a project. See Projects for more information.

Group

User Groups are sets of users that have common security rights and functions. Assigning users to User Groups enables you to control what a set of users can do and access in BLUE. Only Administrators can assign users to groups

Insert Task

A project owner can insert Standard and Upload Reference Files tasks within a project that has not yet been completed. See Dynamic Workflow for more information.

JSON file

JSON (JavaScript Object Notation) is a minimal, readable format for structuring data. It is used primarily to transmit data between a server and web application, as an alternative to XML.

Manual Transfer to Library Task

A workflow task that allows a user to transfer (move) approved assets to a specific location in the File Library. See Task Node Settings or Tasks for more information.

Metadata

Information about an element that is classified and organized into fields.

Milestone

A milestone is a reference point that marks an event in a BLUE project and is used to monitor the project’s progress. Milestones can be added at any level in the process templates and will appear in projects created from the process template. Milestones do not have task owners.

Process Template

A process template is a structured series of activities defined in a certain order with dependencies to produce a designated outcome or reach a specific state of completion. Each activity is tracked by start and end dates, duration, statuses, and responsible owners

Project

Projects are created from process templates and contain all the resources needed to accomplish an objective, including tasks, files, assigned personnel, and schedule. See Projects for more information.

Project item

A project item is any item within a workflow, such as a task, a milestone, or a sub-process.

Publish

An action in the asset library that allows users to share one or more files to people within and outside of BLUE. When used, recipients will receive a link, which expires in 48 hours, to download the files.

Reference File

A file that has been added to a project and/or task that can be used as a reference to complete tasks within a project. Approval files can be compared to reference files during an online proofing session. Also see Reference File Visibility.

Reviewer

Review Cycle

Review Task

A task displaying information or a file that a user needs to review online using either the file’s native application or the Online Proofing application. Approval or rejection is not required.

Rewind

Saved Search

This is a set of saved search filters that can be reused again in the future. For the searches that I own, I may share them with other BLUE users, rename, delete, or update their search criteria. See Project and Task Search or Library Search for more information.

Standard Task

A task you accomplish and complete outside of BLUE and without the help of BLUE. Examples would be calling a supplier, calling a meeting, or printing a file. You can complete these tasks in BLUE by opening the Task Perform screen and indicating the task has been completed.

Sub-Process Generation Asset

Swimlane

A swimlane is a visual element used in process templates that visually distinguishes job sharing, groups, and responsibilities in a business process or workflow.

Tag (Project Chat)

A user is mentioned in a chat message and tagged by typing @ and then selecting the user’s name. A tagged user is notified by email. The tagged user will also see a red dot on the Notification icon when they log into BLUE. Out of Office users are noted with a red dot next to their name

Task / Task Node

A step in the workflow that needs to be completed. There are several task types, Standard, Upload Reference Files, Complete Form, Upload Approval File, Review, Approval, Automation, or Transfer to Library tasks. See Task Node Settings or Tasks for more information.

Text Compare