Example of a workflow for an Approval
This is an example to illustrate how an Approval is performed.
Taylor, the technical writer, has finished the final draft of a user guide. Before publishing, he needs to send it to his subject matter experts (SMEs) Tobias, Amrit, and Roselyn to get their approval.
| Done in IXIASOFT CCMS | Done in IXIASOFT CCMS Web |
|---|---|
| 1. Taylor, the technical writer, creates an Approval and assigns Tobias, Amrit, and Roselyn as approvers. | |
| 2. Tobias, Amrit, and Roselyn all get emails about the approval. They open their My Assignments page, and each sees an Approval assigned to them. | |
| 3. Tobias and Amrit both click the View button for the Approval and start working on it. Roselyn leaves it for later. | |
| 4. Tobias approves, but Amrit rejects the approval. Roselyn does not get to look at the Approval because the default configuration is to end the Approval and return it for re-working if one approver rejects the Approval. | |
| 5. Taylor gets an email notification of the rejection and views the Approval in the CCMS. | |
| 6. Taylor reviews the reason Amrit gave for rejecting the Approval and makes edits. | |
| 7. Taylor creates another Approval and assigns it to Tobias, Amrit, and Roselyn again. | |
| 8.The Approval assignments for Tobias, Amrit, and Roselyn appear on their My Assignments pages. | |
| 9. Tobias, Amrit, and Roselyn each review the Approval and approve it. |