- SafetyCulture nutzen
- Approvals
- Arbeitsabläufe von Genehmigungen in Vorlagen verwalten
Arbeitsabläufe von Genehmigungen in Vorlagen verwalten
In diesem Artikel erfahren Sie, wie Sie Arbeitsabläufe von Genehmigungen erstellen und Genehmiger für Inspektionen zuweisen können.
Was Sie brauchen
Template owners are set as approvers by default in newly-created approval workflow pages.
Add an approval workflow page
Select Vorlagen from the menu on the left-hand side.
Click the template and select Vorlage bearbeiten in the side panel.
Scroll to the end of the template and click
Approval workflow to add an approval workflow page.By default, the page comes with two questions to capture approval details. You can edit, delete, or add new questions as required.
Click Veröffentlichen on the upper-right of the page to publish the template. If you're not ready to publish the template, you can go back to the templates list and come back when you're ready.
Open the mobile app.
Tap on Inspektionen at the bottom of your screen.
Select the Vorlagen tab at the top of your screen.
Tap the template and select
Vorlage bearbeiten from the pop-up options.Scroll to the end of the template and tap
Approval workflow to add an approval workflow page.By default, the page comes with two questions to capture approval details. You can edit, delete, or add new questions as required.
Tap Veröffentlichen on the upper-right of the page to publish the template. If you're not ready to publish the template, you can go back to the templates list and come back when you're ready.
Approvers will automatically be provided "View, edit" access to newly-created inspections. If you want an approver to access all previous inspections from a template for approval, please edit the template’s access rules to ensure they have the necessary access level.
Assign an approver
Select Vorlagen from the menu on the left-hand side.
Click the template and select Vorlage bearbeiten in the side panel.
Scroll to the approval workflow page.
Click on
below the page's title.In the side panel, select the user, group, or advanced access rule you want to assign as the approver.
Click Speichern und anwenden.
Click Veröffentlichen on the upper-right of the page to publish the template. If you're not ready to publish the template, you can go back to the template list and publish the changes when you're ready.
Open the mobile app.
Tap on Inspektionen at the bottom of your screen.
Select the Vorlagen tab at the top of your screen.
Tap the template and select
Vorlage bearbeiten from the pop-up options.Scroll to the approval workflow page.
Tap on
below the page's title.Select the user or group you want to assign as the approver, then tap Fertig.
Tap Speichern und anwenden.
Tap Veröffentlichen on the upper-right of the page to publish the template. If you're not ready to publish the template, you can go back to the templates list and come back when you're ready.
The site question must be marked as required to assign approvers based on site and group membership.
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