Procedures and approvals
Run a quality, project, assembly or HR procedure step by step, with approvals tracked and archived.
Open Procedures
The page lists the procedure runs you can see. Filter by Active, All or Approval needed. Each run shows how many steps are complete.
This page needs a free account.
Start a procedure
Press Start a procedure. Select a procedure from the list, for example Document Control, Risk Management, Component Acceptance Testing or Staff Onboarding. Give the run a title and, if it is about a person, choose the subject.
Assign roles for this run
Users with a matching global permission can act on steps. Under Assign roles for this run you can choose specific people for this run only. Leave it on Uses global permissions to keep the defaults. Press Start run.
Complete the steps
Open the run. On a step you are allowed to do, add notes and the document reference if there is one, then press Mark step complete. A step you are not allowed to do tells you which permission it needs.
Approve or reject at a gate
A GATE step needs an approval. If your approval is required, you see Approve and Reject with an optional comment. Complete and request approval sends the run to the approver.
Print the record
Press Print to get a printable record of the run with who did what and who approved.
- Administrators decide who may act on procedures under Permissions.