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.
  1. 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.

    Add Comment

  2. 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.

    Add Comment

    • 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.

    Add Comment

    • 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.

    Add Comment

    • Click Save to complete your Approval Process assignment.

    Add Comment

Finish Line

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Dozuki System

Member since: 09/24/2009

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