Share permission to approve a plan with a participant
In the “participants” tab, select a participant and then activate the “approval plan” button. (Note: You must be the project owner or admin. You can give any number of participants approval permission.)
Upload a new plan revision and mark it for approval
Every participant that uploads or updates a plan from this point must decide between “no approval required” or “this revision requires approval”. If required approval is selected, all participants with approval permission will receive an e-mail with an approval reminder.
The plans will be marked in colour depending on the approval status:
In the plan list, the approval status on the left edge is marked with the colours green (= approved), yellow (= waiting for approval) and red (= rejected).
Approve or reject plan revisions
As soon as one participant with approval permission approves or rejects a plan, this is made visible for everyone in the plan list. (Note: approval is awarded as soon as one of the participants approves the plan with approval rights.)
“Plan approval system” video instructions
Here’s how to use the new approval system.
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