How can I View the Approval Workflow of a Pending Policy?
Who do I contact for changes to approval workflows, access permissions or other changes in PolicyStat?
What Comprises Steps on an Approval Workflow?
How are Approval Workflows Started?
Can a policy be moved back one step in an approval workflow?
Why are my pending policies retaining an old owner or approver?
How can I put an active policy back into the approval process?
How do I make a Revision or Start a New Version of an Expired Active Policy?
Where Do I Find Pending and Draft Policies?
How Do I Make a Policy Active?

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What Comprises Steps on an Approval Workflow?

Sean Munro

December 01, 2020 14:17
Updated

Objective:

To understand the steps of an Approval Workflow

Environment:

PolicyStat

Answer:

An Approval Workflow must have at minimum one step with one user, or it can also have hundreds of steps and hundreds of Approvers on each step. Best practice dictates restricting Workflows to only the necessary parties to avoid a backlog in the approval process. That decision is to be decided on a local site by site basis.

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