Prerequisites

• Record configured with approval step in the survey type.
• Access to the My tasks menu.

Introduction

SoftExpert Survey records go through steps enabled in the survey type. 

For greater control over the activities carried out, SoftExpert Suite provides the approval resource. It prevents errors from going unnoticed when approval tasks are generated for the responsible parties.

Upon receiving them, said parties must revise the activities in order to approve or reject what has been done. 

The approval of the steps is also enabled in the survey type. To this end, a responsible route must be created. Access the Configuring the responsibility route article and learn more.

Below, see the approval steps available in SoftExpert Survey and how they are executed:

Planning approval

Following the planning of a record with the approval step configured, the Survey planning approval task will be generated. 

This step allows the user to analyze the planning of a record in order to approve or reject what has been done.

Critical analysis approval

Following the critical analysis of a record with the approval step configured, the Survey critical analysis approval task will be generated. 

This step allows the user to revise the critical analysis of a record in order to approve or reject what has been done.

Closure approval

Following the closure of a record with the approval step configured, the Survey closure approval task will be generated.

This step allows the user to analyze the closure information of a record in order to approve or reject what has been done.

Executing approval tasks

1. Access the My tasks > Survey planning/critical analysis/closure approval menu.

2. Select the desired record and click on the button.

3. On the screen that will open, revise the record data.

4. Then, click on the button to approve, or on the button to reject.

5. On the screen that will open, fill in the Comment field. Filling in this field will be mandatory if the record is rejected.

6. Finally, click on the Approve or Reject button to complete the operation. 

Conclusion

Thus, the approval process has been carried out in SoftExpert Survey.