Certify a Routing or Routing Version

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

Note

Different workflows are used for certifying the routing and routing version but each is described in this section.

Routing Certification Approval

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

  1. Create the Routing 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 routing.
  6. If existing, change the Status to Under Development.
  7. Add all routing information or make changes to the routing lines.
  8. Change the Status to Certified.
    Enter a comment if necessary and then 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 Routing page or the Requests to Approve page and approves the request, with or without password depending on authentication requirements.
  12. The Status of the production BOM is changed to Certified.

Enter optional or mandatory comments

If Optional or Mandatory is entered in the Comments Requirement field in the Regulatory Affairs Setup page, then the Approval Entry Comment dialog box will open when requesting, cancelling, approving, rejecting, or delegating approval requests. Depending on the setting, a comment can or must be entered to complete the specific approval process.

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 the Open Record action on the Home menu to view the routing requesting the change and could then complete the approval directly in the Routing 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, the details of the approval request, and comments added during the approval request process.

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

Example – Certify a routing using an approval workflow

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

An existing routing is opened, the Status is changed to Under Development and then a change is made to a routing line. 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 routing 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 Routing directly to view the changes. The approval user then approves the request by choosing the Approve action on the Home menu and enters their password because the additional authentication was enabled for the workflow.

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

Routing Version Certification Approval

The general process for approving a routing version certification with an approval workflow is:

  1. Create the Routing Version 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. Open a routing.
  6. Create or open the routing version.
  7. If existing, change the Status to Under Development.
  8. Add all routing information or make changes to the routing lines.
  9. Change the Status to Certified.
    Enter a comment if necessary and then a message opens stating that an approval request has been sent.
  10. If notifications are set up, the approval user(s) receives notification of the approval request.
  11. The Status changes to Pending Approval.
  12. The approval user opens the Routing page or the Requests to Approve page and approves the request, with or without password depending on authentication requirements.
  13. The Status of the routing is changed to Certified.

Enter optional or mandatory comments

If Optional or Mandatory is entered in the Comments Requirement field in the Regulatory Affairs Setup page, then the Approval Entry Comment dialog box will open when requesting, cancelling, approving, rejecting, or delegating approval requests. Depending on the setting, a comment can or must be entered to complete the specific approval process.

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 the Open Record action on the Home menu to view the routing version requesting the change and could then complete the approval directly in the Routing Version 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.

See Also

Asynchronous Workflows

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