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v1.5

Minor Versionm

Approved General Content Updates

by Robert Sprankle

How to Assign an Approval Process to a Guide

Written By: Dozuki System (and 9 other contributors)
  • Comments: 0
  • Favorites: 1
  • Completions: 7

Difficulty

Easy

Steps

5

Time Required

1 minute

Sections

1

Flags

0

Introduction

This guide demonstrates how to assign an Approval Process to a guide.

Requirements

  • Approval Processes can only be applied to guides if you have the Version Control feature activated on your Dozuki site. Contact support@dozuki.com to request these features to be activated.
  • Only Site Administrators have permission to view, create, and assign Approval Processes.

  1. Open the guide to which you want to add an Approval Process.

    • Open the guide to which you want to add an Approval Process.

    • Click on the Edit button in the upper-right of the page, beneath the site header.

  2. Click on the Approval Process tab. The Approval Process field will open to give you two release options: Major and Minor.

    • Click on the Approval Process tab.

    • The Approval Process field will open to give you two release options: Major and Minor.

    • Only site Administrators have access to this tab.

    • By default, you have the option to assign separate Approval Processes to each Major Releases and Minor Releases of a guide.

    • If you do not need this amount of flexibility for your document control, you can choose to deactivate the "Minor Release" option from your site by contacting Dozuki Support.

  3. Click in the Major Release Approval Process field and begin typing in the name of the Approval Process that you want to assign for each version type. Select the correct Process from the available options provided. If you do not see the process you need, you may need to Create a New Approval Process.

    • Click in the Major Release Approval Process field and begin typing in the name of the Approval Process that you want to assign for each version type.

    • Select the correct Process from the available options provided.

    • If you do not see the process you need, you may need to Create a New Approval Process.

    • Repeat the above steps for the Minor Release Approval Process.

  4. You have the ability to assign three different Approval Processes to your guide. The processes are based on the type of release published. This gives you flexibility in your document control. Strict Control: Assign the same Approval Process to both release types. This means the new release will ALWAYS go through the same Approval Process, no matter which release type an Author chooses to publish.

    • You have the ability to assign three different Approval Processes to your guide. The processes are based on the type of release published. This gives you flexibility in your document control.

    • Strict Control: Assign the same Approval Process to both release types.

    • This means the new release will ALWAYS go through the same Approval Process, no matter which release type an Author chooses to publish.

    • Conditional Control: Assign different Approval Processes to each release type.

    • This means the new release will go through a different process, depending on which release type the Author chooses to publish.

    • Flexible Control: Assign an Approval Process to Major releases but not Minor releases.

    • This means that you are giving your Authors the ability to publish Minor releases of this guide without sending it through an Approval Process first.

  5. Click on the Save button to complete your Approval Process assignment.

    • Click on the Save button to complete your Approval Process assignment.

Finish Line

7 other people completed this guide.

Author

with 9 other contributors

Dozuki System

Member since: 09/24/2009

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