Conditional Approvals
Template-based outcomes that trigger additional inspections and workflows for complex approval scenarios.
Before You Start
Conditional approvals enable complex approval scenarios where outcomes can trigger additional processes or inspections. Understanding these features helps you design sophisticated approval workflows.
Conditional Approvals Overview
Conditional approvals allow for complex approval scenarios where specific outcomes can trigger additional processes, inspections, or workflows based on predefined conditions and templates.
Template-Based Outcomes
Additional Inspections
Trigger Mechanism
- Outcome Triggers: Some outcomes trigger new inspection templates
- Conditional Logic: Conditional logic determines when to trigger
- Template Selection: Automatic template selection based on outcome
- Workflow Integration: Seamless integration with existing workflows
Inspection Creation
- Automatic Creation: Automatically creates follow-up inspections
- Template Loading: Loads appropriate inspection templates
- Context Preservation: Preserves approval context in new inspections
- User Assignment: Assigns appropriate users to new inspections
Template Selection
- Smart Selection: Choose appropriate template based on outcome
- Template Mapping: Map outcomes to specific templates
- Conditional Mapping: Conditional template selection logic
- Template Validation: Validate template availability and configuration
Data Pre-population
- Context Data: Pre-fills inspection data from approval context
- Related Information: Includes related approval information
- User Data: Pre-populates user and assignment data
- Site Information: Includes site and location information
Inspection Drawer
The inspection drawer provides a full-screen interface for conducting additional inspections within the approval context.
Full-Screen Interface
Complete Interface
- Full-Screen Mode: Complete inspection interface within approval
- Contextual Design: Design optimized for approval context
- Responsive Layout: Responsive layout for different screen sizes
- User-Friendly: Intuitive and user-friendly interface
Template Loading
- Dynamic Loading: Loads selected inspection template dynamically
- Template Validation: Validates template before loading
- Error Handling: Handles template loading errors gracefully
- Loading Indicators: Shows loading indicators during template loading
Data Integration
- Approval Data: Integrates approval data with inspection
- Context Preservation: Preserves approval context throughout inspection
- Data Synchronization: Synchronizes data between approval and inspection
- Real-time Updates: Real-time updates between approval and inspection
Submission Handling
- Inspection Submission: Handles inspection submission and validation
- Approval Completion: Completes approval process after inspection
- Workflow Progression: Progresses workflow based on inspection results
- Status Updates: Updates approval and inspection status
Conditional Logic
Conditional logic determines when and how conditional approvals are triggered based on specific conditions and outcomes.
Outcome-Based Triggers
- Outcome Mapping: Map specific outcomes to conditional actions
- Conditional Rules: Define rules for when to trigger conditions
- Multiple Outcomes: Support for multiple conditional outcomes
- Outcome Validation: Validate outcomes before triggering conditions
Conditional Workflows
- Workflow Branching: Branch workflows based on conditional outcomes
- Parallel Processing: Support for parallel conditional processes
- Sequential Processing: Sequential processing of conditional actions
- Workflow Integration: Integrate conditional workflows with main workflow
Template Configuration
Template configuration enables you to set up conditional approval templates and their associated actions.
Template Setup
- Template Definition: Define templates for conditional approvals
- Outcome Mapping: Map outcomes to specific templates
- Condition Configuration: Configure conditions for template selection
- Template Validation: Validate template configurations
Action Configuration
- Action Definition: Define actions for conditional outcomes
- Action Parameters: Configure parameters for conditional actions
- Action Validation: Validate action configurations
- Action Testing: Test conditional actions before deployment
Use Cases
Conditional approvals support various use cases for complex approval scenarios and workflow requirements.
Quality Assurance
- Quality Checks: Trigger quality assurance inspections
- Compliance Reviews: Initiate compliance review processes
- Safety Inspections: Trigger safety-related inspections
- Audit Processes: Initiate audit and review processes
Escalation Scenarios
- Management Review: Escalate to management for review
- Expert Consultation: Require expert consultation and review
- Additional Approvals: Require additional approval levels
- Specialized Review: Trigger specialized review processes
Compliance Requirements
- Regulatory Compliance: Ensure regulatory compliance requirements
- Policy Enforcement: Enforce organizational policies
- Standard Procedures: Follow standard operating procedures
- Documentation Requirements: Meet documentation requirements
Configuration Management
Effective configuration management ensures that conditional approvals work correctly and efficiently.
Template Management
- Template Versioning: Version control for conditional templates
- Template Testing: Test templates before deployment
- Template Documentation: Document template configurations
- Template Maintenance: Maintain and update templates regularly
Conditional Logic Management
- Logic Validation: Validate conditional logic configurations
- Logic Testing: Test conditional logic thoroughly
- Logic Documentation: Document conditional logic rules
- Logic Maintenance: Maintain and update conditional logic
Best Practices
Design Considerations
- Clear Logic: Design clear and understandable conditional logic
- User Experience: Ensure good user experience for conditional approvals
- Performance Optimization: Optimize performance for conditional processes
- Error Handling: Implement robust error handling for conditional scenarios
Implementation Guidelines
- Thorough Testing: Test conditional approvals thoroughly
- User Training: Provide training on conditional approval processes
- Documentation: Document conditional approval configurations
- Monitoring: Monitor conditional approval performance
Conditional Approval Guidelines
- • Design conditional logic that is clear and understandable
- • Test conditional approvals thoroughly before deployment
- • Ensure templates are properly configured and validated
- • Monitor conditional approval performance and effectiveness
- • Provide training on conditional approval processes
- • Document conditional approval configurations and logic
Common Scenarios
Quality Control
For quality control scenarios, use conditional approvals to trigger additional inspections when quality issues are identified.
Compliance Review
For compliance scenarios, use conditional approvals to ensure regulatory requirements are met through additional review processes.
Management Escalation
For escalation scenarios, use conditional approvals to automatically escalate decisions to higher management levels when needed.
Important Notes
- • Conditional approvals cannot be modified once triggered
- • Ensure templates are properly configured before deployment
- • Test conditional logic thoroughly to avoid unexpected behavior
- • Monitor conditional approval performance and address issues promptly