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إنشاء حساب

Handbook / Processes

Approve a process

The responsible person or management confirms a process draft with “Approve”.

Executive managementHead of departmentEmployee

Purpose

A process only applies once the person who is professionally responsible for it confirms it. With the approval, all members of the organization see it.

How it works

WorkspaceProcessesOrganization processesApprove
  1. Open “Processes” in the left column.
  2. Under “Organization processes”, find the process with the status “Draft”.
  3. Check the steps.
  4. Click “Approve”. “Approved.” appears and the status changes to “Approved”.
ProcessesIllustration

As explained

  1. Order comes in
  2. Check urgency
  3. Rush order?
  4. Ask production
  5. Approval office confirms

Approve rush order

  1. Order comes in
  2. Check urgency
  3. Rush order?
  4. Ask production
  5. Approval office confirms
ApprovedBPMN 2.0 · Download as BPMN

Responsible: head of purchasing

Fig. 1 Spoken steps become a process draft; the line with a question mark becomes a decision. After approval the process can be downloaded as BPMN.

Who may approve

  • The person entered under “Responsible”, regardless of their role.
  • “Owner”, “Administration” and “Executive management”.

The “Approve” button only appears for drafts and only for these persons. Approval, person and time are recorded on the process and in the log.

After approval

An approved process is visible to all members of the organization and can still be downloaded as BPMN. It cannot be edited in the interface; for a changed version, create a new process.

Tips

Enter as the responsible person someone who lives the process every day; they recognize errors fastest.

Frequently asked questions

Can an employee approve a process?

Yes, if they are entered as “Responsible”.

Who sees an approved process?

All members of the organization.

Related features

Describe a processUnder “New process”, write or speak the steps of a workflow line by line and create it as a draft.BPMN exportUse “Download as BPMN” to download a process as a BPMN 2.0 file and import it into modeling tools.Roles and rightsFive roles: owner, administration, executive management, head of department and employee, each with clearly defined rights.LogUniverse Memory records every significant action with person, action, object and time in the organization's log.

As of: · Concept & lead: Alexander Holtermann

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