Approve a process
The responsible person or management confirms a process draft with “Approve”.
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
- Open “Processes” in the left column.
- Under “Organization processes”, find the process with the status “Draft”.
- Check the steps.
- Click “Approve”. “Approved.” appears and the status changes to “Approved”.
As explained
- Order comes in
- Check urgency
- Rush order?
- Ask production
- Approval office confirms
Approve rush order
- Order comes in
- Check urgency
- Rush order?
- Ask production
- Approval office confirms
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
As of: · Concept & lead: Alexander Holtermann