LP6: Approval Classifications and How to Add Them

Introduction

The purpose of this guide is to assist activity creators with adding additional Approval Classifications to an activity template and editing existing classifications.

Approval Classifications are selected by someone completing an asset or form approval task. e-flow comes with default classifications, which can be configured and expanded by a user with a Domain Admin security role.

Create a New Approval Classification

1. To view Approval Classifications, click the 'Admin' button from the Navigation Bar, then click 'Glossaries', then 'Approval Classification'.

2. Click '+Create New Classification'.

3. Enter an Approval Name, Select a Verdict, then select an Approval type.

The Verdict identifies the associated verdict the user must provide when completing an approval to be able to select that classification.

Tip: Use the ctrl/shift keys on the keyboard to assign to more than one verdict.

4. Click 'Create Classification'.

Edit a Classification

1. Within the list of classifications, click the 'Edit' button for the classification that needs to be amended.

2. Edit any information as required.

3. Click 'Edit Classification' (or click Cancel).

Delete a Classification

1. Click the drop-down list on the Edit button for the classification that needs to be deleted.

2. Click Delete.

3. Enter your password and then enter a reason for deleting this classification.

See also:

LP5: Role Security Levels