Approval Workflow Templates – Control Center Guide
Approval Workflow Templates
Essential Product Knowledge
Summary
The ‘Workflow Templates’ page of the ‘Approvals’ section of the V5 Control Center allows users to create approval workflows that can be used throughout the V5 Traceability system.
This page provides a guide and column definitions for the ‘Workflow Templates’ window in Control Center. More information on approval workflows and their setup and use can be found in our module guide here.
Control Center Overview
The ‘Schedule’ section can be found under the ‘QMS’ > ‘Approvals’ menu in Control Center.
This window features 3 panels:
Approval Workflow Templates (Red): Users can create new Approval Workflow Templates here.
Workflow Stages (Yellow): With an Approval Workflow Template selected above, Workflow Stages can be added against it here.
Column Help – Approval Workflow Templates
Template Name
The name for the workflow template. This will be referenced when using the workflow.
Template Description
A description to compliment the template name above, can be used to provide further details.
Expected Completion Days
The number of days that the workflow and all its stages is expected to be completed within.
Column Help – Workflow Stages
Stage Number
The stage number of the approval workflow. This number is assigned and incremented by 1 from the last created stage when the stage is added.
Stage Description
The description of the stage, which will be shown against the stage when it is prompted for.
Assign to User Group
Allows a user group to be assigned to the workflow stage, meaning that anyone from that particular user group would be responsible for signing off that particular stage.
Time Limit (Hours)
The time limit for the particular stage.
Escalate To
The user that this stage will escalate to if the time limit above is exceeded.
Was this page helpful?
YesNo
Manage Cookie Settings
We want to make your experience on our website as personalized and enjoyable as possible. To do this, we use cookies – these are tiny bits of data that help us understand how you use our site and tailor it to your preferences.
Rest assured, we value your privacy and are committed to keeping your data safe. By clicking "Continue with recommended settings," you're giving us permission to use cookies. Of course, you're in control – feel free to adjust your cookie settings anytime in our Privacy Preferences.
Functional
Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes.The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
To provide the best experiences, we use technologies like cookies to store and/or access device information. Consenting to these technologies will allow us to process data such as browsing behavior or unique IDs on this site. Not consenting or withdrawing consent, may adversely affect certain features and functions.
Functional
Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes.The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
