Creating an empty approval package

To create a new, empty approval package:

1. Open the approvals module.
   
   

2. Click on the “Create” icon in the toolbox to prepare the new package.
   
   

3. Enter the necessary information for the package into the various fields.
   
   

4. Invite the participants to your approval package.
   
   

5. Click on the “Save” icon to create the approval package.
   
   

6. You will be taken to the detail view of the empty package.
   
   

1. Name of the approval package

Enter a meaningful name for the approval package. 

This is a mandatory field.

Note:   To ensure optimum readability in the system, we recommend a maximum name length of approximately 40 characters.

2. Description and information

Enter any descriptive text or information for the participants.

You can enter line breaks in the input field.

Note:  To ensure optimum readability in the system, we recommend a maximum length of approximately 500 characters (without line breaks).

3. Approval deadline

Enter the date by which you need approval.

4.  Activating/deactivating notifications

Specify whether you want to be notified by email when new comments are made about an asset in the package.

5. Responsible participants

The list of participants who are to process the approval package.

6. Add participants

A menu will open from which you can easily add further participants.

7. Add files

The option is also available to add files/assets to the approval package.

1. Click on this button to open the search dialogue to select files.
   
   
2. Select files/assets.
   
   
3. Click on the "Add selection" icon to confirm your selection and add the files / assets to the approval package.
   
   
4. Follow the step-by-step instructions above from the 3rd item.