What is the Approval Workflow? – Help Center | Teachme Biz

This feature allows manuals to be published only after approval.
Revision history can be maintained, and the document revision approval process required for document management can be completed within Teachme Biz.

Overview

Use Cases for Approval Workflow

Publishing accurate manuals and preventing miscommunication caused by manual errors
Keeping records proving that authorized individuals have approved the manual
Maintaining a history of approvers, approval dates, and changes in accordance with ISO 9001 standards

Available Plans

Teachme Biz Service fee Plan
Basic Plan
Enterprise Plan

▼Check your subscription plan (Web Browser)
https://teachme.jp/8/manuals/9151514

Supported Apps

Web Browser
Mobile App * Some features are limited

▼System Requirements
https://help.teachme.jp/hc/en-us/articles/14572215297305

Specifications

Permissions in Approval Workflow

User with Approval Authority: Select users who can be assigned as approvers in the approval workflow

Set for each folder
Can be granted to any user in the folder, regardless of their permissions

Approver: Can approve or reject manuals assigned to them

Set for each workflow
Selected from Users with Approval Authority

Approval Workflow Status

Before Request: The manual is being created or edited
Pending Approval: Submitted for approval and awaiting the approver's decision
Rejected: Returned by the approver
Approved: All approval stages are complete and awaiting publication
Suspended (*): The approval workflow is suspended
* The workflow is suspended in the following cases:
- Approver is removed from User with Approval Authority
- Approver is removed from the folder
- Approver's account is deleted

Approval Workflow Limits

Number of Users That Can Be Set for Each Permission

- Users with Approval Authority: Unlimited
- Approvers per stage: 1 to 10 from Users with Approval Authority

Number of Approval Stages

- 1 to 5 stages
  - Number of stages can be set per manual

How to Use

Check the following article for the permissions required for each operation.

▼Features by User Role
https://help.teachme.jp/hc/en-us/articles/4403398967961

Folder Settings Before Use

Enable Approval Workflow Settings

Web Browser only: https://teachme.jp/8/manuals/5839584

Add or Remove Users with Approval Authority

Web Browser only: https://teachme.jp/8/manuals/40290044

Users with Approval Authority must be set on a folder basis.
User with Approval Authority ≠ User who can approve all manuals in the folder.
Approvers are selected from Users with Approval Authority when requesting manual approval.

Flow from Request to Publication (Requester)

Manual Review Flow (Approver)

Approve Manual

Web Browser only: https://teachme.jp/8/manuals/5846108

Reject Manual

Web Browser only: https://teachme.jp/8/manuals/5854497

▼[FAQ] Approval Workflow
https://help.teachme.jp/hc/en-us/articles/51684531201177