Getting Started with Approval Management
Learn how to access and navigate the approval management system to handle workflow-based approvals for inspections, tasks, and issues.
Before You Start
Ensure you have the necessary permissions to access approval management features. Contact your system administrator if you need access to approval workflows or user assignment capabilities.
Accessing Approval Management
The Approval Management module is accessible through the main navigation menu and provides a comprehensive interface for managing workflow-based approvals.
Navigation Steps
- Main Menu Access: Navigate to the Approvals section from the main menu
- Approval List: You'll see a list of all pending and completed approvals
- Search and Filter: Use the search and filter options to find specific approvals
Approval System Architecture
The approval system is built on a robust architecture that integrates with workflows and supports multiple content types.
Core Components
Approval Model
- Workflow Integration: Each approval is linked to a workflow
- Polymorphic Relationships: Supports approvals for inspections, tasks, and issues
- Outcome Management: Configurable approval outcomes (Approve, Deny, etc.)
- Condition Rules: Flexible completion rules for approval processes
Approval User Model
- User Assignment: Links specific users to approval requests
- Outcome Selection: Tracks user's selected approval outcome
- Submission Tracking: Records when approvals are submitted
Approval Workflow Process
Workflow Integration
Approval Node Creation
- Automatic Trigger: Approvals are created when workflows reach approval nodes
- User Assignment: Automatically assigns users based on workflow configuration
- Outcome Definition: Defines available approval outcomes
- Condition Rules: Sets completion requirements
Approval Node Types
- Inspection Approvals: For inspection workflow approvals
- Task Approvals: For task workflow approvals
- Issue Approvals: For issue workflow approvals
User Assignment Methods
Site-Specific Assignment
- Site Users: Assigns users from specific sites
- Site Groups: Assigns users from site user groups
- All Site Members: Assigns all users associated with a site
Global Assignment
- Direct User Assignment: Assigns specific users directly
- User Group Assignment: Assigns users from user groups
- Mixed Assignment: Combines users and user groups
Key Features Overview
Approval List View
The approval list provides a comprehensive view of all approvals with powerful filtering and search capabilities.
Approval Details View
Detailed approval information including approvable content, previous approvals, and outcome options.
Integration Capabilities
Full integration with inspections, tasks, and issues with comprehensive data display and workflow progression.
Next Steps
Now that you understand the basics of accessing the approval management system, explore the following topics:
- Workflow Integration: Learn about Temporal workflow engine integration
- User Assignment: Understand different user assignment methods
- Approval Process: Master the approval submission and outcome selection
- Completion Rules: Configure flexible completion requirements
Quick Tips
- • Use the search and filter options to quickly find specific approvals
- • Check your assigned approvals regularly to avoid delays
- • Review approval details thoroughly before making decisions
- • Understand the completion rules for each approval type