Skip to main content

v2.0

Major VersionM

Approved General Content Updates

by Robert Sprankle

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.
  1. Click on your username in the right side of the site header and select Manage from the drop-down menu.
    • Click on your username in the right side of the site header and select Manage from the drop-down menu.

  2. Select Document Control from the Management Console navigation menu. Only site administrators have access to Document Control settings.
    • 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.

  3. Click on the Create an Approval Process button to open the Approval Process Creation modal. Enter a name for your new Approval Process.
    • 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.

  4. 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.
    • 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.

  5. 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 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.

  6. 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 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.

  7. Enabling the Approvals Process: To allow this Approvals Process to be applied to guides, categories, and wikis.
    • 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.

Finish Line

One other person completed this guide.

Dozuki System

Member since: 09/24/2009

1 Reputation

155 Guides authored

0 Comments

Add Comment

TRUSTe