Set up Issue Approval

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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

Navigate to Project Settings > Change.

Step 2

Select Workflow Assignments in the top menu.

Step 3

Click the Add Approval icon to create a new approval workflow.

Step 4

Specify the steps and assign approvers by user or role. This ensures that when a new issue is created, the designated approvers are notified via email to review and approve or reject the issue.

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Step 5

Once all steps and approvers are entered, the approval process for new issues is activated.

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:

Workflow Assignments


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