Solutions · practical reference

Keep a team inspection standard consistent

Separate a selected library profile, an unsaved draft and the settings actually used for a scan.

Goal
An identifiable policy revision that can be reused and compared across jobs.
Starting profile
The agreed team profile
Include
White Space + Styles + Typography

Prepare a representative pass

Separate a selected library profile, an unsaved draft and the settings actually used for a scan. Use a saved working copy, identify the intended active document, and check the inspection scope before interpreting a result. A profile is an inspection brief, not a command to repair the document.

Follow the workflow

  1. Open Settings and Manage profile library. Read the active badge, selected revision and draft/applied status.
  2. Duplicate a built-in or use an authorized custom copy before changing a protected team standard.
  3. Review modules, scope defaults, language, rules and permitted exceptions. Export a saved supported profile if you need a portable copy.
  4. Use Save & activate profile or the appropriate Apply changes and rescan action. Viewing a profile alone does not activate it.
  5. Compare Results from with the intended policy after the run. For Publication, inspect mixed-standard warnings instead of trusting identical display names.
  6. Retain the chosen revision with the job record. Review imported descriptions before sharing and use rollback only for supported profile history, not document edits.

Read Typography advice before editing

Select a finding and read Found, Suggested when offered, and Text locale. Review in context gives guidance without a guessed replacement. Advice itself edits no text. Verify meaning, make a deliberate edit in InDesign if justified, then inspect again. Read the full recommendation workflow →

How to recognize a finished pass

  • The active and saved revision are clear.
  • New scans use the intended policy.
  • Comparable jobs retain compatible inspection evidence.

Where judgement matters

  • Unsaved profile changes are not included in saved-profile export.
  • Profile rollback does not undo InDesign corrections.
Does a finding mean I must change the document?

No. Check intent, scope, current evidence and available actions. Retaining an intentional occurrence can be the correct decision. Record the supported review status when useful; it does not edit the source text.

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