Getting Started
Tasks and your approval queue
Keep operational follow-ups separate from document approval decisions.
3 min read
Keep operational follow-ups separate from document approval decisions.
Step by step
- 1Open Tasks to create or review the tasks your permissions allow. Enter the relevant details and keep progress up to date.
- 2Open Approvals to review documents assigned to your configured approval stage.
- 3Inspect the document and its supporting information before approving or sending it back.
- 4If sent back, the author should correct and resubmit the document through its available workflow.
- 5For advanced production control requests, approve the request here and then use Apply under Production Planning; approval alone does not execute it.
Role permissions control ordinary actions. Workflow Setup controls who can act at each approval stage; adding a general role permission does not automatically assign an approver.