Introduction
This guide demonstrates how to create a new Approval Process on your Dozuki site.
Requirements
- Approval Processes can only be applied to guides, wikis, or category pages if you have the Version Control feature activated on your Dozuki site. Contact support@dozuki.com to request these feature activations!
- Only Administrators have permission to view, create, and assign Approval Processes.
-
-
Click on your username in the right side of the site header and select Manage from the drop-down menu.
-
-
-
Select Document Control from the Management Console navigation menu.
-
Only site administrators have access to Document Control settings.
-
Select Approval Processes to open the dashboard page for the Approval Processes on your site.
-
-
-
Click on the Create an Approval Process button to open the Approval Process Creation modal.
-
Enter a name for your new Approval Process.
-
You can update or change the process name after you create the process.
-
-
-
A Stage refers to a specific user or a team of users whose digital signatures are required before a new version of a guide, wiki, or category page is published. Up to 10 stages can be arranged in your preferred order.
-
Once the user(s) of your first Stage have signed, then the user(s) of the second Stage can begin signing, and so on. You may assign any user to a Stage, and you can assign an unlimited number of users to a team.
-
Use the toggle to select from an individual user or a team to assign as your first stage.
-
-
-
To add a User as a stage: select Add user and begin typing the user's name in the field below. Select the user from the list of results that match your entry.
-
To add a Team as a stage: select Add team and select the team from the drop-down menu below.
-
Once the team is added as a stage, use the arrows to select how many user signatures you require from the team to sign off on that stage.
-
-
-
To change the order of the approval stages: click and hold the three lines symbol and drag the stage up or down to the desired location.
-
To remove an approval stage: click on the trashcan icon for that stage.
-
-
-
Enabling the Approvals Process: To allow this Approvals Process to be applied to guides, categories, and wikis.
-
Allow Users to Sign Multiple Stages: Select this checkbox if you want a user (whether as an individual or a member of a team) to be able to sign multiple Stages of a specific Approvals Process.
-
Making an Approval Process a Site Default: Select this checkbox to automatically assign an Approval Process to any new content created on your site.
-
Click on the Save button to finish the creation of your new Approval Process.
-
Cancel: I did not complete this guide.
One other person completed this guide.
