Approve a section - j5 - 28.0 - Help - Hexagon

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j5 Version
2019

Approvals can only be configured on sections that have a Submit button.

When approvals are configured on a section

  • Approve and Reject buttons appear next to the section's Submit button. These buttons normally have the label of the assigned user group or role displayed alongside.

  • The section needs to be submitted before it can be approved.

  • All of the section's approvals need to be approved before the section's status changes to Complete.

Approval permissions can be assigned to a

  • User rights group - For example, when the Supervisor user rights group has been assigned one of the section's approval roles, any supervisor can approve the section.

  • IndustraForm role - IndustraForm roles can be configured on an IndustraForm to control its workflow permissions. These roles are assigned to specific users.

When a section is rejected

  • The section's status changes to Rejected when any of the assigned approvers click Reject.

  • The section will need to be revised before it can be resubmitted and approved. The existing section approvals are cleared, when Revise is clicked.

  • The section will need to be approved by all of the assigned approvers again when the section is resubmitted.