Creating a New Approval Workflow
Approval Workflows are a sequence of steps wherein selected Approvers can either mark their approval or make edits to a policy while it pends for approval.
The topic of Approval Workflows is one of the Three Pillars of PolicyStat. For more on the Three Pillars concept or to view the other two Pillars, see this article.
All policies must complete the Approval Workflow process prior to becoming active and searchable.
Previous to PolicyStat, many clients documented approval processes through verbal, electronic, or physical methods. PolicyStat’s Approval Workflows help translate existing approval processes to defined, documented, and streamlined Workflows that maintain compliance with accreditation and/or regulatory bodies.
Including the Owner
It is considered best practice and is highly encouraged to include the document Owner in first step of your Approval Workflow. This option is selected by default using the check box in Step One. Including the Owner will ensure that they are informed of every change made in the approval process.
In the next section, we'll cover how to edit workflows that you have already created.
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