Approval workflows

Configure approval stages separately from ordinary role permissions.

Step by step

1. 1Open Settings → Approval Workflows with the required administrative access.
2. 2Choose the relevant document or supported action and configure its available stages and approvers.
3. 3Check that the selected people have workspace and branch access appropriate to the records they review.
4. 4Submit a suitable document and review its approval stages in Approvals.
5. 5If the document is sent back, correct and resubmit it through the available workflow rather than trying to skip stages.
6. 6For advanced production control requests, follow approval with Apply under Production Planning.