Creating a New Process Approval Template

Setting up approvals should feel smooth and intentional — more like putting a clear plan in motion than chasing signatures.

Approval process templates can be applied across multiple modules in the system, e.g. Action Lists, Safety Alerts, Documents and Kaizen. Creating a new approval template requires the appropriate permissions. If you need help setting one up, please contact your system administrator or support@teamguru.com.

• Open the approval process templates

  In Settings, select Approval Process Templates.

  

• Name the template and set its options

  Give your process template a clear, purposeful title that reflects how it will be used. Then choose:

  • whether approvals can be executed via email,
  • whether individual steps can be reset at the document level.

  

• Configure the approval steps

  Decide whether the approval flow should be Sequential or Parallel. For each approval step:

  • indicate whether it should be saved as a reusable step template,
  • assign a step title,
  • configure the appropriate settings, including the Approval condition and Close process,
  • select who should receive notifications for approvals and rejections.

  

• Standard step or new step template

  A standard step is fixed in the approval process. If you choose to use the New step template, the step becomes an option that requesters can add for specific documents.

  For example, you have a standard one-level approval, and for specific documents you can request two or more levels:

  

• Set the lock modifications

  Determine the lock modifications that should apply to each step. Lock modifications driven by global settings are configured on the Lock Modifications tab, but you can still select different locks for each step if needed.

  

  

• Save the template

  Once everything is configured, select Save & Return to finalize your approval process.

  Use your new approval process template in Project Stages, Document Approvals, Safety Alerts and Kaizens.