Accepting and Rejecting briefs

Reviewing submitted briefs

1. After the submission of a brief, recipients will receive an email notification to review and accept.
2. Follow the link in the email or login, navigate to My Gateway, My Briefs and select the relevant brief from the list available. 
   Note: all briefs awaiting review will have a status of Submitted.
3. Review the details in the brief and utilise the ‘Reason for Rejection’ field to enter any feedback to the client.
4. Click the Accept or Reject button to action the brief appropriately. Once updated, the originator will receive an email with the updated status and can review any comments applied.
5. If the brief was rejected, then you’d be required to leave a ‘Note’ when prompted. This so the client can revise the brief accordingly and resubmit with the required information.
6. You can still add comments even if you accept the brief.
7. Once a brief has been submitted, you can also assign the brief to another person. Select Assign and select the relevant person.

In some cases, clients wish to approve briefs prior them being formally ‘Accepted’ by the agency. If your account requires this flow, try the following:

• Ensure all briefs are submitted to the client approvers. You can setup ‘Teams’ to cater for this, which can also include someone from receiving agency for visibility if required.
• Once the approver has reviewed the brief:
  • If they are happy for it to proceed, they should then ‘Assign’ the brief to a member of the Agency, who should then formally ‘Accept’ the brief.
  • If they are not happy for the brief to proceed, they can ‘Reject’ the brief and provide the relevant feedback.
• The receiving agency should only look for briefs which have been ‘Submitted’ and ‘assigned’ to them, rather than just ‘Submitted’ briefs

Want to learn more?