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Overview ¶ 

The Dozuki Approvals feature is assigned on a guide-by-guide basis, allowing you to specify which users should review and approve or reject new versions of each guide. The Dozuki Approvals feature supports one to ten sequential approval stages. A single stage can be assigned an individual user or a group of users, which are referred to as Teams in Dozuki.

For example, when an author publishes a new version of a guide, an Approvals Request will be activated and the first stage of reviewers will be notified by email and our in-app notification system. Each reviewer is required to reject or approve the new release. When the review rejects or approves the release we require them to enter their Dozuki password which acts as a digital signature. Once the required digital signatures are obtained, the new version of the guide will be published as a live version on the site for your users to view.

Multiple Approval Processes can be created, maintained and assigned to the various guides on your site. Learn how to use the system below.

All How-To Guides ¶ 

Managing Approvals Processes ¶ 

Create, edit, and view all Approvals Processes in one location. Simply go to your Management Console—and in the Document Control section, click on the Approvals Processes page.

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Creating a New Approval Process ¶ 

Viewing Approval Processes ¶ 

Once you have created an Approval Process, it will appear on the Approval Process page, along with key information about the process, as shown below.

You can select any Approval Process to view in further detail simply by clicking on that process.


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Editing an Approvals Process ¶ 

To edit the Approvals Process you are viewing, click the gear icon in the corner of the Approvals Process window:


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Making an Approval Process a Site Default ¶ 

If you require strict document control and want to ensure that each new guide gets an Approval Process assigned immediately upon creation, you can create a Default Approval Process for your site.

Using Approvals Processes ¶ 

How to Assign an Approvals Process to a Guide ¶ 

Approvals Processes are assigned to each guide individually—but can be used on multiple guides.Your document control needs will determine how strictly you need to approach assigning Approval Processes to your guides.

Keep in mind that only Admin users can create and assign Approval Processes.

Reviewing Approval Requests ¶ 

If you are assigned as a Stage (either as an individual user or a member of a Team) for an Approval Process, you will receive requests to review the new releases of the guide for which that Approval Process has been assigned.

Viewing Your Approval Requests ¶ 

To view all of your Approvals Requests, go to your Profile and click on the Approvals Processes tab. Use the view filters to organize your requests:

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Filter Options:

  • Request Eligibility: whether or not you can review the request immediately.
    • All: Admin-only option to view all requests, regardless of eligibility.
    • Mine: All of your requests, regardless of eligibility.
    • Eligible: Actionable requests - all approval requests you can immediately review (any previous stages have been approved, so it's your turn).
  • Request Status: the current state of the request.
    • Pending: Not yet approved or rejected by any/all Approval Process stages.
    • Approved: All Approval Process stages approved the request.
    • Rejected: One Approval Process stage rejected the request.

You can alter your filters to show different sets of requests. For example, if you wish to view all of your actionable approval requests, you should select "Request Eligibility: Eligible" and "Request Status: Pending."

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Managing Approval Requests ¶ 

Site Administrators can view a complete history of all site Approvals Requests by opening the Approvals Requests page under Document Control in your Management Console.

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Viewing All Site Approval Requests ¶ 

Use the view filters to organize your requests:

Filter Options:

  • Request Eligibility: whether or not you can review the request immediately.
    • All: Admin-only option to view all requests, regardless of eligibility.
    • Mine: All of your requests, regardless of eligibility.
    • Eligible: Actionable requests - all approval requests you can immediately review (any previous stages have been approved, so it's your turn).
  • Request Status: the current state of the request.
    • Pending: Not yet approved or rejected by any/all Approval Process stages.
    • Approved: All Approval Process stages approved the request.
    • Rejected: One Approval Process stage rejected the request.

You can alter your filters to show different sets of requests. For example, if you wish to view all pending approval requests on your site, you should select "Request Eligibility: All" and "Request Status: Pending."

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Reviewing the Status of an Approval Request ¶ 

You can review the details and status of a request by clicking the Review button for the request. This will open the Approval Request and allow you to see the status of each stage of the request.

Here is an example of a request with 1 of 4 stages complete:

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