Certify a Checklist Template

Any changes made to a checklist template requires that you certify the checklist template. A workflow can be enabled to generate an approval requirement to complete the certification process.

Checklist Template Certification Approval

The general process for approving a Checklist Template certification with an approval workflow is:

  1. Create the Checklist Template Certify Approval Workflow workflow from the template.
  2. Assign the approval user or group of users.
  3. Set the additional authentication if required.
  4. Enable the workflow.
  5. Create or open a Checklist Template.
  6. If existing, change the Status to Under Development.
  7. Add all Checklist Template information or make changes to the Checklist Template lines.
  8. Change the Status to Certified.
    A message opens stating that an approval request has been sent.
  9. If notifications are set up, the approval user(s) receives notification of the approval request.
  10. The Status changes to Pending Approval.
  11. The approval user opens the Production BOM page or the Requests to Approve page (using Tell Me) and approves the request, with or without password depending on authentication requirements.
  12. The Status of the Checklist Template is changed to Certified.

Cancel approval requests

A user can cancel an approval request by choosing the Cancel Approval Request action on the Request Approval menu.

Manage approval requests

A designated user can approve, reject, or delegate an approval request by choosing the action from the Approve menu. They can also add any necessary comments for the response to the request.

Designated users can also choose the Lightbulb that opens the Tell Me feature icon, enter Requests to Approve, and then choose the related link. In the Requests to Approve page, they will see their pending approval requests and can manage each request individually. They can choose Home > Open Record to view the Checklist Template requesting the change and could then complete the approval directly in the Checklist Template page.

View approval entries

The Approval Entries FactBox shows the status of an approval request as well as the number of unfinished approvals, the date and time the approval request was sent, and the details of the approval request.

To see complete information about the approvals, choose the Approval Entries action on the Request Approval menu.

Example – Certify a Checklist Template using an approval workflow

In the following video, a workflow has been created from the Checklist Template Certify Approval Workflow workflow template. A workflow user group for configuration has been assigned and the workflow requires additional authentication from any the users to complete the certification.

An existing Checklist Template is opened, the Status is changed to Under Development, and a line for Spanish documentation is added. When the Status is changed to Certified, a message opens stating that the approval request has been sent. The Status changes to Pending Approval and no further changes can be made to the Checklist Template until the approval is complete.

The Approval Entries FactBox shows that an approval request is waiting (Open). The approval user opens the Requests to Approve page and then opens the Checklist Template directly to view the changes. The approval user then approves the request by choosing the Approve action on the Approve menu and enters their password because the additional authentication was enabled for the workflow.

The Status of the Checklist Template changes to Certified. The approval entries show that the request has been approved.

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