Requests / Approvals

 

 

Links/Videos:

 

 

This command allows to show users approvals requests and pending approbations for approvers.

 

Creation stages / Use:

 

Click the Requests or Approvals tab at the bottom of the screen. If this tab is not displayed, just check Requests or Approvals from the Display folder of the TopSolid'Pdm Explorer button.

 

 

The tab is called Requests and displays the requests if this button is not pressed or called Approvals and displays the approvals if the button is pressed.

 

 

 

Click the button to display user requests pending approval or the pending approvals of the approving user.

 

Allows you to select the project in which to view current user requests or approvals.

 

Projects display in the Name column. Click the "+" sign to scroll and display documents for which an approval request is in progress (Requests tab) or documents to approve (Approvals).

To display a preview of the selected document, click

 

 

The table indicates the Name of the document subject to the request, the date of the request, the comment entered by the requester and the state of the request.

 

The following popup commands are available in the document:

  • Show in the projects tree to display it in the projects tree.

  • Open to open document.

  • Cancel to cancel the approval request.

  • Log off to delete the document from the list when it is approved or rejected.

 

 

The table indicates the Name of the document to approve, the question asked by the requester, the date of the request, the name of the requester and the comment entered by the requester.

 

The following popup commands are available in the document:

  • Show in the projects tree to display it in the projects tree.

  • Open to open document.

  • Answer to accept or reject the approval. Enter the comment displayed to the requester.

    • If Accept is selected, the approbation is done and the document status changes as defined in workflow actions. It is defined with TopSolid. Information is indicated in the document history, the hourglass is removed on the document icon and the requester's request passes to the state defined by the action.

    • If Reject is selected, the approval is rejected. The information is indicated in the document history, the hourglass is removed from the document icon and the state of the request is changed to Rejected.

    • If Cancel is selected, the answer is cancelled and the approval request remains pending.

 

 

  • When a request is in progress, an hourglass overlaps the document icon until the request is accepted or rejected.

  • All requests, request cancellations and accepted or rejected approvals are saved in the document history.

  • When the workflow uses several actions, the state of the document changes once the last accepted action is accepted. If an action is rejected, the following are no longer proposed.

 

 

A pending approbation document can only be opened in TopSolid for consultation.