Introduction

This guide demonstrates how to create a new Approval Process on your Dozuki site.

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.
Click on your username in the top right corner of the site and select Manage from the drop-down menu.
  • Click on your username in the top right corner of the site and select Manage from the drop-down menu.

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Select Document Control from the Management Console navigation menu.
  • Select Document Control from the Management Console navigation menu.

    • Only site administrators have access to Document Control settings.

  • Select Approval Processes to open the dashboard page for Approval Processes on your site.

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Select the Create an Approval Process button at the top of the page to open the Approval Process Creation modal. Enter a name for your new Approval Process.
  • Select the Create an Approval Process button at the top of the page to open the Approval Process Creation modal.

  • Enter a name for your new Approval Process.

    • You can update or change the process name after you create the process.

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A Stage refers to a specific user or a team of users whose digital signatures are required before a new version of a guide is published. Up to 10 stages can be arranged in your prefered order.
  • A Stage refers to a specific user or a team of users whose digital signatures are required before a new version of a guide is published. Up to 10 stages can be arranged in your prefered order.

  • Once the user(s) of your first Stage have signed, then the user(s) of the second Stage can begin signing—and so on. You can assign any user to a Stage; and you can assign an unlimited number of users to a team.

  • Use the toggle to select from an individual user or a team to assign as your first stage.

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To add a User as a stage, select Add user and begin typing the user's name in the field below. Select the user from the list of results that match your entry. To add a Team as a stage, select Add team and select the team from the drop-down menu below. Once the team is added as a stage, use the arrows to select how many user signatures you will require from the team to sign off on that stage.
  • To add a User as a stage, select Add user and begin typing the user's name in the field below. Select the user from the list of results that match your entry.

  • To add a Team as a stage, select Add team and select the team from the drop-down menu below.

  • Once the team is added as a stage, use the arrows to select how many user signatures you will require from the team to sign off on that stage.

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To change the order of the approval stages, click the three lines symbol and drag the stage to the desired location.
  • To change the order of the approval stages, click the three lines symbol and drag the stage to the desired location.

  • To remove an approval stage, click the trashcan icon for that stage.

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Enabling the Approvals Process : To allow this Approvals Process to be applied to guide, select the checkbox next to “Enable this Approval Process”.
  • Enabling the Approvals Process : To allow this Approvals Process to be applied to guide, select the checkbox next to “Enable this Approval Process”.

  • Allow Users to Sign Multiple Stages: If you would like a user—whether as an individual or a member of a team—to be able to sign multiple Stages of a specific Approvals Process, simply select the checkbox next to “Allow users to sign multiple stages”.

  • Making an Approval Process a Guide Default: You can automatically assign an Approval Process to any new guide created on your site by selecting the checkbox for "Use this as the default approval process for all new guides."

  • Save your changes to finish the creation of your new Approval Process.

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Finish Line

Dozuki System

Member since: 09/24/2009

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