TOTVS Fluig English

Árvore de páginas

Versões comparadas

Versão antiga 19

changes.mady.by.user Julia Larissa Schultz

Gravado em

comparado com

Nova versão 20

changes.mady.by.user Denise De Deus

Gravado em

Chave

  • Esta linha foi adicionada.
  • Esta linha foi removida.
  • A formatação mudou.

Index

Índice
outlinetrue
exclude.*ndex
stylenone


Speaking of defining approval criteria for folder or document...

Content posted on the platform can be approved both by folders and by documents.

...

Approval by document is only possible when this document is posted to a folder that does not have approval. In this case, the criteria are defined when the document is created. The content posted by the folder’s approver users will also require approval, since they can be both approvers and publishers, adding documents to the folder. This action is required to ensure greater assertiveness regarding posting and approving documents on the platform.


Access approval configuration

...

01. Click the Documents menu.

...

04. Click the Approval tab.


Inherit approvers from the parent folder

...

This option is only available for subfolders created within folders where approval is configured.

...

01. Go to the Approval tab as shown in the Define approval criteria for folder or document Access approval configuration item.

02. Check the Inherit approvers from parent option. 

Painel

If the Inherit approvers from parent option is checked, the subfolders inherit the approval levels and their respective approvers from the parent folder. This option does not allow any additional approval configuration.

If this option is not checked, once a document is published within the subfolder, it respects the approval defined specifically for the child folder, not for the parent folder.


Add approval level

...

You can also use the feature for approval in levels, that is, the posting of a folder or document can be configured to go through several approval levels. 

...

01. Go to the Approval tab as shown in the Define approval criteria for folder or document Access approval configuration item.

02. In the Add level field, enter a description for the approval level that will be assigned to the folder or document.

...

Painel

Approval Condition
Approval condition for the items posted to the folder. The available options are:
- AND: when selected, it determines that the opinions of all approvers should be considered for the document to be published or sent to the next approval level;
- OR: when selected, it determines that only one of the approvers must consent for the document to be published or sent to the next approval level;
- Single: when selected, it determines that, when there is a list of approvers, the decision by the first user will be definitive for this entire group of approvers. That is true for both approvals and rejections. The difference between “OR” and “Unique” is that, in the OR condition, everybody has to reject. If most of the approvers reject it, but the last one approves it, the document will be approved.

This level requires a digital signature
When checked, it determines that approval of this level requires a digital signature. This option is only available if the Platform ❙ Digital signature feature is configured for this company.

06. After making the necessary changes to the properties of the folder or document, click Confirm to save the changes.


Remove approval level

...

Before removing the approval level, approve all documents that are pending approval.

...

01. Go to the Approval tab as shown in the Define approval criteria for folder or document Access approval configuration item.

02. Click the tab for the approval level to be removed.

...