Submit, accept, and decline an approval request

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 Request approval.

Accept or decline an approval request of a work instruction

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

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.