- Usar SafetyCulture
- Approvals
- Gestionar los flujos de trabajo de aprobación en plantillas
Gestionar los flujos de trabajo de aprobación en plantillas
Aprenda a crear flujos de trabajo de aprobación y asignar aprobadores para inspecciones.
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 Editar plantilla 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 Publicar 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 Plantillas tab at the top of your screen.
Tap the template and select
Editar plantilla 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 Publicar 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
Templates from the menu on the left-hand side.Click the template and select Editar plantilla 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 also check the "Allow users to select approver" box if you want users to select a user to approve their inspection instead.
Click Guardar y aplicar.
Click Publicar 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 Plantillas tab at the top of your screen.
Tap the template and select
Editar plantilla 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 Hecho.
You can also check the "Allow users to select approver" box if you want users to select a user to approve their inspection instead.
Tap Guardar y aplicar.
Tap Publicar 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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