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Arbeitsabläufe von Genehmigungen in Vorlagen verwalten

In diesem Artikel erfahren Sie, wie Sie Arbeitsabläufe von Genehmigungen erstellen und Genehmiger für Inspektionen zuweisen können.

Template owners are set as approvers by default in newly-created approval workflow pages.

Add an approval workflow page

  1. Log in to the web app.

  2. Select Templates iconTemplates from the menu on the left-hand side.

  3. Click the template and select Vorlage bearbeiten in the side panel.

  4. Scroll to the end of the template and click Stamp iconApproval workflow to add an approval workflow page.

  5. By default, the page comes with two questions to capture approval details. You can edit, delete, or add new questions as required.

  6. 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.

  1. Open the mobile app.

  2. Tap Inspections icon mobileInspections at the bottom of your screen.

  3. Select the Vorlagen tab at the top of your screen.

  4. Tap the template and select Pencil iconVorlage bearbeiten from the pop-up options.

  5. Scroll to the end of the template and tap Stamp iconApproval workflow to add an approval workflow page.

  6. By default, the page comes with two questions to capture approval details. You can edit, delete, or add new questions as required.

  7. 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

  1. Log in to the web app.

  2. Select Templates iconTemplates  from the menu on the left-hand side.

  3. Click the template and select Vorlage bearbeiten in the side panel.

  4. Scroll to the approval workflow page.

  5. Click on image below the page's title.

  6. In the side panel, select the user, group, or advanced access rule you want to assign as the approver.

    • You can also check the "Allow users to select approver" box if you want users to select a user to approve their inspection instead.

  7. Click Speichern und anwenden.

  8. 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.

  1. Open the mobile app.

  2. Tap Inspections icon mobileInspections at the bottom of your screen.

  3. Select the Vorlagen tab at the top of your screen.

  4. Tap the template and select Pencil iconVorlage bearbeiten from the pop-up options.

  5. Scroll to the approval workflow page.

  6. Tap on image below the page's title.

  7. Select the user, group, or advanced access rule you want to assign as the approver, then tap Fertig.

    • You can also check the "Allow users to select approver" box if you want users to select a user to approve their inspection instead.

  8. Tap Speichern und anwenden.

  9. 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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