Define individual approval flows

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Define individual approval flows

Background / Value

8MATE GrantMA allows you to design individual approval workflows for each organizational category. You can design as many steps in the process as required. The last approver in the process is also the one making the formal change request.

 

Step by step process

D011-01 EN Individuelle Freigabeworkflows definieren

 

1.Select "Workflows".

2.Click on "Create".




D011-02 EN Individuelle Freigabeworkflows definieren

 

1.Give the workflow a title.

2.Give a short, concise description of the workflow’s purpose.




D011-03 EN Individuelle Freigabeworkflows definieren

 

1.Name the approval step.

2.Add one or more approvers

 

You can also add multiple approvers for any step, which can be useful in case of vacation or illness.

 

3.Describe the approval step.

4.Add any additional steps in the approval process.




D011-04 EN Individuelle Freigabeworkflows definieren

 

1.Add an additional step.

2.Delete an approval step.

3.Generate the workflow.




D011-06 EN Individuelle Freigabeworkflows definieren

 

1.You have created a new workflow. 8MAN switches to the "Manage workflows" view.

2.Click on a workflow to make changes.

3.Delete the workflow.