Introduction

This guide will demonstrate how to assign an Approvals Process to a guide.

Requirements

  • Approvals Processes can only be applied to guides if you have the Release Versions Features activated on your Dozuki site. Contact support@dozuki.com to request these feature activations!
  • Only Site Administrators have permission to view, create and assign Approval Processes.
Open the guide to which you'd like to add an Approval Process.
  • Open the guide to which you'd like to add an Approval Process.

  • Click Edit in the top right corner.

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Select the Approval Process tab from the top Guide Edit menu.
  • Select the Approval Process tab from the top Guide Edit menu.

    • Only site Administrators have access to this tab.

  • By default, you have the option to assign separate Approval Processes to each Major Releases and Minor Releases of a guide.

  • If you don't need this amount of flexibility for your document control, you can choose to deactivate the "Minor Release" option from your site by contacting Dozuki Support.

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Click in the Major Release Approval Process field and begin typing in the name of the Approvals Process that you'd like to assign for each version type. Select the correct Process from the available options provided. If you do not see the process you need, you may need to Create a New Approval Process.
  • Click in the Major Release Approval Process field and begin typing in the name of the Approvals Process that you'd like to assign for each version type.

  • Select the correct Process from the available options provided.

  • Repeat the above steps for the Minor Release Approval Process.

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The ability to assign two different Approvals Processes to your guide based on the type of release published gives you flexibility in your document control. Strict Control: Assign the same Approval Process to both Release types This means the new release will ALWAYS go through the same Approval Process, no matter which release type an Author chooses to publish.
  • The ability to assign two different Approvals Processes to your guide based on the type of release published gives you flexibility in your document control.

  • Strict Control: Assign the same Approval Process to both Release types

    • This means the new release will ALWAYS go through the same Approval Process, no matter which release type an Author chooses to publish.

  • Conditional Control: Assign different Approval Processes to each release type.

    • This means the new release will go through a different process, depending on which release type the Author chooses to publish.

  • Flexible Control: Assign an Approval Process to Major Releases but not Minor Releases

    • This means that you are giving your Authors the ability to publish Minor Releases of this guide without sending it through an Approval Process first.

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Click Save to complete your Approval Process assignment.
  • Click Save to complete your Approval Process assignment.

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Finish Line

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Dozuki System

Member since: 09/24/2009

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