How to Submit, Accept, and Decline an Approval Request

How to Submit a Request For Approval of a Work Instruction #

1. Navigate to the targeted work instruction.
2. Click the “Approve work instruction” button.
3. Does the operator need training to use the new version of the work instruction? If not, uncheck the “This version requires training” button.
4. Click on “Request approval”.

How to Accept or Decline an Approval Request of a Work Instruction #

1. Go to “Continous Improvement” in the sidebar.
2. Select the targeted approval board.
3. Click on a requested ticket.
4. Click on the three-dot icon next to your name.
5. Click on either “Accept” or “Decline”. You can also add a reason if you choose to decline.
6. Click on either “Yes, I sign” or “Yes, I decline” (depending on your answer on No.5).

How to See the Overview of all Approved and Declined Approval Requests #

1. Select the improvement board for which you want to see the summary of historical requests.
2. Click the three-dot icon at the top of the improvement board.
3. Select “Approved & declined”.