Assure Records Status and Approval Process Overview
An approval workflow can be used in Assure to ensure records are reviewed and approved by the correct individuals. Whether the approval workflow is used can be controlled by the customers.
Each record in Assure is assigned a status. This dictates its status in the workflow, and the options that are available to a user to take next.
A record can have the following status:
- In progress
- Submitted
- Approved
- Rejected
- Archived
- Assigned/Auto-Assigned
On the record overview you can quickly see the status of a record like in this example from the Incident Overview:
Examples:
- The first record has been created either on Assure on AssureGO+ and is “In Progress”. This means it has been assigned to a user for review and is awaiting to be submitted for approval to an approver. It could also be archived at this stage.
- The second record is also assigned. It had previously been submitted for approval but has been rejected, so is now awaiting to be reviewed and submitted for approval again. It can also be archived at this stage.
Approval process overview
Not all modules in Assure will require the full approval process. Whether the approval process is used for a specific module may be controlled through ‘module setup settings’.
Check out this article on how to configure approval setting per module.
The graphic below provides an overview of the approval steps if you go through all the stages, like for example for an incident record or risk assessment. This may be simplified for other modules.
Here is a detailed description of each of the stages and what you can do as a follow up step at each stage in the workflow
* Options available to a user depend on their permissions.
Check out this article about Role Permissions.
Check out other related articles:
Configuring approval settings per module
How to approve a submitted record
How to reject a record from the approval process