How to Enable Multi-Person Approval

By default, the single person approval is applied to every work instruction. To activate the multi-person approval, you must first configure it. The multi-person approval can be configured at the following levels:

1. Article Category: The multi-person approval is automatically configured for all work instructions assigned to this article category. That way, you only need to configure it once instead of manually configuring it in each work instruction. However, this functionality only exists if you have access to the Quality Management module.
2. Folder: Similar to the article category level, the multi-person approval is automatically configured for all work instructions assigned to this folder. That way, you only need to configure it once instead of manually configuring it in each work instruction.
3. Work Instruction: The multi-person approval is enabled only for this specific work instruction.

Note: If an approval flow does not yet exist, it must first be created. See how to create an approval board and flow.

How to Enable Multi-Person Approval on an Article Category

1. Click on “Quality Management”.
2. Click on “Quality Procedures”.
3. Click on the three-dot icon next to the article category title and click on “Edit article category”.
4. Click on the dropdown menu under “Approval flow”.
5. Select the approval flow.
6. Click on “Save” to confirm.

The multi-person approval is now enabled for all work instructions assigned to this article category.

Note: This functionality is only available if you have access to the Quality Management module. You can reach us out through the sales@azumuta.com email address to learn more.

How to Enable Multi-Person Approval on a Folder

1. Go to the targeted folder.
2. Click on the three-dot icon next to the work instruction title and click on “Edit folder”.
3. Click on the dropdown menu under “Approval flow”.
4. Select the approval flow.
5. Click on “Save” to confirm.

How to Enable Multi-Person Approval on a Work Instruction

You can also enable a multi-person approval to a specific work instruction.

1. Go to the targeted work instruction.
2. Click on the three-dot icon next to the work instruction title and click on “Edit work instruction”.
3. Click on the dropdown menu under “Approval flow”.
4. Select the approval flow.
5. Click on “Save” to confirm.