Create an approval process

The approval process includes parallel and sequential rules and steps to formally approve Publish Requests.

The steps of the approval process are sequential; therefore make sure you define a correct order.

Rules in each step of the approval process can be met in parallel without any order. You have to at least add one step with one rule to define a process.

Automated rules: Automated rules include those requirements that can be automatically measured by the system such as a minimum number of images, in which the system counts the number of images of each topic and prevents from progressing to the next step of the process and publication if the requirement is not met.

User's approval rules: These rules are dependant on one or several users' approvals in which a topic/document can not be published or progress to the next steps if not reviewed and approved by some particular users of the organization.

To create an approval process you need to log into the home and take the following steps:

1. On the home, open the main menu on the top left >> Approval Processes.
   
2. On the approval processes page, choose your organization using the org dropdown list on the top right. (You can switch among your organizations if you have more than one.)
3. Click the NEW button under the org list. (The blue button)
   
4. On the new page, type in the title box to give your process a specific title. 
   
5. Click ADD STEP on the right.
6. In the step box, click Add Rule.
   
7. In the pop-up screen, define your rule's title, type, and other criteria according to the rule type. (You can add more rules and steps as instructed in steps 5,6, and 7)
8. Click CREATE.

Your approval process will be created immediately and the users involved in the process will be notified. Your documents can not be published unless they meet all the requirements and get approved by the selected users.