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Structured Project approvals process
The Approval process is controlled by the PM or a user at the same permission level and they can request a selected group of users to be involved in the approval of a particular version of a file held in the project.
The contributors are invited by email with a link and the system keeps a list of approvals they are involved in both in the Windows App and Browser App. The user can view the file and see its history and the comments and votes of the others included in the process. Once satisfied they can cast their own vote to Approve, Approve with comments, Abstain or Reject the approval.
The owner can change those involved mid process but their comments will be retained and when the approval process is finally closed by the owner the status for the file: Approved, Approved with comments or Rejected, an all the supporting votes and comments will be written into the audit trail and visible to all future users of the file.
The check in and self approve mechanism is also supported but this multi user approval can be used without the need for check out and in so making it perfect for tablet and smart phone devices without a file management system, like iPads and iPhones. With a single link to open the approval direct from an email it is very easy to get management buy in to the approval process.
Managing the approval process
As the manager of an approval process you can set the type I.e. Board approval, customer approval etc. And keep tabs on the date due to be approved by. The List view gives you full stats on your active approval requests, who has voted, which left to vote, what were the votes. Notifications also keep you updated with the progress of the approval through its steps.
So much easier than trying to get the illusive signature from the busy exec, who can now check the file, comment and approve from their IPad, perfect!
Approval Process
No Approval process capability.
Self Approval on check in only, Personal Edition doesn’t support the multi user approval capability.
Full capability as described here.
Full capability as described here.
“Manage your documentation approvals as a formal process, with voting and discussion, management via notifications and web forms. Results written into the audit trail for posterity”
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