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Creating a new approval workflow - Short video

Sjaak Velthoven avatar
Written by Sjaak Velthoven
Updated this week

This tutorial guides you through creating a new approval request in Catenda Hub. If you haven't already, please watch the "Create a new approval workflow template" video before watching this one.

1. Introduction

You will learn how to select workflows, submit requests for review, add annotations, and manage approval decisions. Before starting, ensure you have access to the relevant project documents and the necessary permissions to create approval requests.

Introduction

2. Open the document for your approval request

Open the document for your approval request. In this example, we select only one document, but you can attach multiple documents to your approval request

Open the document for your approval request

3. Go to the Approvals section

Go to the Approvals section.

Go to the Approvals section

4. Click here to start a new approval request.

Click here to start a new approval request.

Click here to start a new approval request.

5. Choose the workflow to use for this request.

In this section, you can choose the workflow to use for your new request.

Choose the workflow to use for this request.

6. Select the workflow template from the list

Select the workflow template from the dropdown menu.

Select the workflow template from the list

7. Give a title to your new approval request.

Give a title to your new approval request.

Give a title to your new approval request.

8. Click here to send your request to the teams for review.

Click here to send your request to the teams for review.

Click here to send your request to the teams for review.

9. Click on the Review button

In the first step, as part of the Contractor team, you are able to review the document by clicking on the review button.

Click on the Review button

10. Click on the Approve button

After reviewing the document, click on the Approve button to accept the approval request after reviewing its details.

Click on the Approve button

11. Submit your approval decision

Finally, submit your approval decision and update the request status.

Submit your approval decision

12. Go back to the approval request

Go back to the approval request.

Go back to the approval request

13. Click on the Review button

In the second step, as part of the ARC team, you are able to review the document by clicking on the review button.

Click on the Review button

14. Start annotating the document by clicking on the Annotate tab.

This time, we want to annotate the document. Start annotating the document by clicking on the Annotate tab.

Start annotating the document by clicking on the Annotate tab.

15. Give a name to your new Markup

After annotating the document with the drawing tool of your choice, the annotation is prestored as a Markup. Give it a name in this section.

Give a name to your new Markup

16. Save your new Markup

Save your new Markup to store your annotation and associate it with the document.

Save your new Markup

17. Go back to the Review section

Go back to the Review section to return to the review interface after saving your markup.

Go back to the Review section

18. Click on the Approve button

After reviewing the document, click on the Approve button to confirm your approval of the document with the added annotations.

Click on the Approve button

19. Submit your approval decision

Finally, submit your approval decision and update the request status.

Submit your approval decision

20. Go back to the approval request

Go back to the approval request

Go back to the approval request

21. Click on the Review button

In the third step, as part of the MEP team, you are able to review the document by clicking on the review button.

Click on the Review button

22. Click on the Reject button

This time, the MEP team rejects the approval request based on their assessment.

Click on the Reject button

23. Submit your approval decision

Finally, submit your approval decision and update the request status.

Submit your approval decision

24. Go back to the approval request

Go back to the approval request.

Go back to the approval request

25. Click on the Review button

In the final step, as part of the Client team, you are able to finalizethe document by clicking on the review button.

Click on the Review button

26. Approve the request

As the final approval team, you are able to reconsider and approve the request if appropriate, even if a team has rejected it in a previous step.

Approve the request

27. Access the Markup section

Before final submission, you can always access the Markup section to view all annotations associated with the approval request.

Access the Markup section

28. View the Markup on the document

Click on the play button of one of the Markups to display the Markup on the document.

View the Markup on the document

29. Return to the Review section

Return to the Review section after inspecting markups.

Return to the Review section

30. Submit your approval decision

Finally, submit your approval decision and finalize the request status.

Submit your approval decision

31. Go back to the approval request

Go back to the approval request.

Go back to the approval request

32. Overview of the approval request

Here, you can get an overview of the approval request, and notice that publishing has succeeded. The approval request is now closed.

Overview of the approval request

33. Click on the Documents tab

Click on the Documents tab to get on overview on the documents attached to the approval request.

Click on the Documents tab

34. Overview of the documents attached to the approval request

Here, you get an overview on the documents attached to the approval request. You can see the document approval status at each step, and its final transition from shared to published.

Overview of the documents attached to the approval request

You have successfully created and managed a new approval request, including submitting it for review, adding annotations, approving, rejecting, and finalising the process. To verify success, ensure the approval request status reflects your final decision and all comments are saved.

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