| Overview |
Item, Change/ECO, Project, and CAPA object signoffs are managed/controlled through signoff workflows.
Signoff workflows are comprised of a set of signoff "stages".
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When objects are requested, the system can automatically assign (or the user can interactively create) a signoff workflow.
Automatic workflow assignment can be based on a number of "conditions".
Refer to the Workflow Mappings section for more information on conditional workflow assignments.
Workflows can contain one or more workflow stages.
A Signoff stage can contain one or more users who are required to sign or review.
During each signoff stage, user approvals or rejections can be processed in parallel.
Once all required users (signers) approve the request, the next stage will be activated.
Each signoff stage of the workflow can contain a "Reject Stage".
If one person on an active stage rejects the Item/Change, the system can re-activate the "Reject" stage.
All previous signatures will be cleared.
Once all required users and stages have been approved, the Item/Change will then be available for "release".
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Each signoff stage can contain an unlimited number of users.
Users can be defined as:
- Required - User must approve or reject the request
- Reviewer - User does not need to approve or reject the request, but will receive email notices, etc.
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Adding Stages |
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To add a signoff/workflow stage, click the Add Stage toolbar button.
When adding a Stage you can specify the following:
| Stage Name |
Stage name/label |
| Description |
Description of stage |
| Type |
Type options:
| All required users sign |
If this option is selected, all users on this stage will be required to signoff/approve before the next stage is activated. |
| First user signs for stage |
If this option is selected, the first user in the stage who approves or rejects the item will be signing on behalf of everyone else on that stage. |
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| Set Change/ECO Type |
For Change/ECOs, approved stages can automatically modify the Change type. Selecting a change type from this list will automatically modify the change type when the stage is approved. |
To add the stage, specify the name and type and then click the Add Stage button.
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Removing Stages |
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To remove a Stage, first select the stage from the drop list.
Then click the Remove Stage toolbar button.
You will be asked to verify the removal.
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Modifying Stages |
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To modify a Stage, first select the stage from the drop list.
Then click the Edit icon.
This will present the Edit Stage dialog box.
You can change the name, description, type, and Change Type options and click the Update button to store the changes.
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Stage Users |
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To add users to a Stage, first select the stage from the drop list.
Then click the Add Users button.
From the User Search form, select the desired user by checking the Select checkbox, and then click the OK button.
To remove a stage user, click the Remove hyperlink.
Stage users can be either:
- Required - User must approve or reject the request
- Reviewer - User does not need to approve or reject the request, but will receive email notices, etc.
To toggle between a reviewer and required user, click the Set as Required or Set as Reviewer hyperlinks.
When adding users to a stage, you will have the option to select specific users, the requester, and users assigned to Project Roles.
The @requester keyword will be replaced by the user requesting the object.
You can find the @requester in the Special User(s) section, when adding users to the stage.
When defining users for signoff stages you can now use Project Role indicators. For each Role defined in the Administrator, a Project Role indicator will be listed among the users when assigning signoff users.
You can find the project role users in the Special User(s) section, when adding users to the stage.
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