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Visual Review Checklist

Step-by-step guide for reviewers to approve artifacts before distribution.

4 min read·guides / cookbook / visual-review-checklist

Visual Review Checklist

Before recording a visual-review verdict and advancing an artifact to the approved state, follow this checklist to inspect the rendered export and confirm quality standards are met.

Prerequisites

  • You have a markdown source artifact ready to review.
  • You have Pandoc and the target export format tool available (Typst for PDF, pptxgenjs for PPTX, etc.).
  • You are ready to render the export and inspect screenshots.

Checklist

1. Render the Export

construct publish --preview <input.md>

This command:

  • Exports the markdown to the requested format (PDF by default).
  • Renders the export to a series of PNG screenshots.
  • Reports what was checked and any warnings or failures.
  • Saves screenshots to .construct/publish/preview/ for inspection.

Wait for the command to complete. If render fails, consult the error message before proceeding.

2. Inspect the Screenshots

Open the screenshot sequence and review visually:

  • Spacing and layout — Text is not cramped; margins are appropriate for the format.
  • Visual hierarchy — Headings, body text, and callouts are clearly distinguished; the document is scannable.
  • Reading order — Text flows naturally from top to bottom, left to right; no overlapping or clipped content.
  • Images and diagrams — All embedded figures are present, legible, and properly sized. Check that diagram nodes are readable and connections are clear.
  • Consistency — Fonts, colors, and spacing are uniform across pages. Brand elements (logo, color palette) are applied correctly.

Diagram-specific checks (when present):

  • Node labels fit without wrapping excessively.
  • Decision branches are labeled (no unlabeled edges on flowcharts).
  • Sequence diagrams have at least 2 participants and clear message flow.
  • No graph exceeds reasonable density (node count typically capped at 24).

3. Check Accessibility Coverage

After the render completes, construct publish reports a per-format accessibility coverage line, e.g.:

a11y coverage (pdf): checked [alt_text, text_extractable] | uncheckable [contrast, tag_structure]

This tells you:

  • checked — These tests ran and passed.
  • uncheckable — These require manual review (e.g., rendered-text contrast in a PDF needs OCR; tag structure in an untagged PDF is a manual audit).

For formats with manual checks listed, plan to inspect those aspects yourself:

  • PDF contrast and tag structure: use a PDF reader's accessibility tools.
  • PPTX reading order: open in PowerPoint and check the Navigation Pane.
  • Deck (HTML) audio/video captions: verify sync and completeness manually.

4. Review Diagram Warnings

If the render output includes diagram warnings (e.g., "diagram 2 (flowchart): decision_without_branches"), review each flagged diagram:

  • node_density_high — Too many nodes to follow comfortably; consider splitting or simplifying.
  • label_too_long — Node or edge label exceeds 48 characters; shorten or reword.
  • decision_without_branches — Decision node has <2 outgoing paths; add the missing branch so the non-happy path is drawn.
  • sequence_too_few_participants — Sequence diagram needs at least 2 participants; verify it is worth a diagram.

Address any critical warnings before approving.

5. Verify Export Validity

The render report includes validation results:

✓ pdf: valid PDF, 12 page(s)
✓ roundtrip: 12/12 key phrases preserved
✓ references: all local references resolved
✓ contrast: brand text palette meets WCAG AA

If any check shows a degradation reason (e.g., missing-dependency), note it. A typed degradation means the tool was unavailable; this is honest reporting, not a failure. A real failure (ok: false, no degradation) blocks approval.

6. Record the Verdict

Once inspection is complete, record your visual-review verdict:

// For a reviewer (automated or human):
import { recordVisualReview, makeVisualReview } from 'lib/visual-review.mjs';

const review = makeVisualReview({
  rubricId: 'document-v1',  // or 'deck-v1', 'diagram-v1'
  image: '/path/to/screenshot-1.png',
  verdict: 'pass',  // or 'needs-changes', 'fail'
  reviewer: 'your-name',
  notes: 'Headings are clear, diagrams are legible, no clipped content.'
});

const evidence = recordVisualReview({
  screenshotEvidence: capturedScreenshot,
  review,
  actor: 'cx-reviewer'
});

Available verdicts:

  • pass — Artifact meets quality standards; safe to approve and distribute.
  • needs-changes — Visual issues detected that should be addressed before approval (e.g., cramped layout, illegible labels). Create a rework task and update the source.
  • fail — Artifact has critical visual defects that make it unsuitable for distribution (e.g., missing pages, broken layout). Halt the approval process and investigate.

Rubrics

Visual reviews are evaluated against format-specific rubrics:

Document (PDF, DOCX, HTML)

Criteria:

  • Spacing and visual rhythm (margins, line height, padding)
  • Visual hierarchy and scannability (heading sizes, font weights, color contrast)
  • Reading order sanity (natural flow, no unexpected reordering)

Deck (PPTX, HTML Deck)

Criteria:

  • Slide density (content fits without crowding)
  • Font legibility at viewing distance (minimum 14pt for body text in decks)
  • No clipped or overflowing content (elements stay within slide bounds)

Diagram (Mermaid, D2)

Criteria:

  • Purpose is clear (diagram has a defined intent; reader immediately understands what it shows)
  • Labels are readable (text is large enough and positioned to avoid overlap)
  • Density is manageable (node count and edge complexity are within comfortable viewing range)
  • Non-happy path shown where relevant (flowcharts include error/alternate paths; sequences show exception cases)

After Approval

Once you record a pass verdict:

  1. The artifact transitions to the visually-reviewed state.
  2. Stakeholders can now review the verdict.
  3. If all other approval gates (accessibility, content, compliance) pass, the artifact is promoted to approved.
  4. Upon final confirmation, the artifact moves to completed when published.

If you record needs-changes or fail:

  1. The artifact remains at screenshot-captured or accessibility-reviewed.
  2. Create a follow-up task to rework the source.
  3. After updates, re-render and re-review.
  4. Once issues are resolved, re-record the verdict.