- Using SafetyCulture
- Approvals
- Manage approval workflows in templates
Manage approval workflows in templates
Learn how to create approval workflows and assign approvers for inspections.
What you'll need
Template owners are set as approvers by default in newly-created approval workflow pages.
Add an approval workflow page
Select
Templates from the menu on the left-hand side.Click the template and select Edit template 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 Publish 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
Inspections at the bottom of your screen.Select the Templates tab at the top of your screen.
Tap the template and select
Edit template 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 Publish 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.
Deleting an approval workflow page is the same process as deleting other template pages. Please note that even after deleting the page, Approval workflow will remain visible in the template until you add an approval workflow page again.
Assign an approver
Select
Templates from the menu on the left-hand side.Click the template and select Edit template 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.
You can check the "Allow users to select approver" box if you want users to select a user to approve their inspection instead.
You can assign approvers based on site and group membership if the site question is marked as required.
Click Save and apply.
Click Publish 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
Inspections at the bottom of your screen.Select the Templates tab at the top of your screen.
Tap the template and select
Edit template from the pop-up options.Scroll to the approval workflow page.
Tap on
below the page's title.Select the user, group, or advanced access rule you want to assign as the approver, then tap Done.
You can check the "Allow users to select approver" box if you want users to select a user to approve their inspection instead.
You can assign approvers based on site and group membership if the site question is marked as required.
Tap Save and apply.
Tap Publish 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.
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