Set up Issue Approval
Use Case
When field engineers create issues, the superintendent wants to review and approve them before they become part of the issues log.
Project Administrator: Within InEight Change settings, you can set up a workflow for approving issues.
Workflow Assignments are made at the project level. They allow you to specify approval steps and the users/roles responsible, providing approvers to see different tabs on the Change register.
New Approval Setup
Step 1
At the project level, navigate to Settings > Change > Workflow Assignments > New Issue approval set up.
Step 2
Click on the Add Approval icon. Add step(s), and assign approver(s) by user/role.
When a new issue is created, the appropriate users are notified via email to review and approve or reject the issue.
Workflow steps added here are required at the New Issue level and cannot be edited in an individual New Issue.
Access the following link to learn more: