The system allows to automate the process of approval of documentation, letters, protocols, contracts, etc. The module is universal due to the ability to create stages, which allows to apply different process routes without system modifications. BP provides displaying the results of review in one window.
Documents for approval are sent by the initiator in accordance with the specified deadlines and the role of participation (approving person, responsible, informed person) based on the distribution matrix or on the basis of manually specified information at the start of the BP.
- Approving person - a person participating in the approval of the document.
- Responsible - a person responsible for monitoring the tasks of other BP participants.
- Informed person - a person who receives notifications by mail at the start and end of the BP and his duty is to be aware about documentation attached without any right to leave comments.
When creating a task, the approving person receives a notification to the e-mail with a system navigation link.
“Approval Templates” guide. The remaining stages are added if it is necessary to create additional tasks, for example, to prepare a transmittal for the documentation handover after its approval.
Approving persons can use the following options for leaving comments:
- Menu "Commenting" - commenting on document files with their download to the local computer;
- Menu "PDF" - commenting on the document pdf-file in the system;
- Leave comments and files directly in the BP window.
To complete the task, the matching result is set for all documents. If the result for the document is "Rejected", the file or comments text column is filled.
If comments were issued during the approval of the document, then a task will be created for the initiator of the BP to work out the comments. Comments are worked out by correcting the source files of the document.
After the initiator has worked out the comments, the approving persons will receive tasks for re-approval. After the approval is completed, the status of the documentation changes to the target one, if there are other stages, the executor receives the corresponding task.
The BP finishes after completing all the tasks in stages.