The purpose of Approval workflows is to replace manual processes (like paper-based approvals) with a streamlined online process. For example, with purchase orders (POs), instead of printing physical documents and manually passing them between approvers, everything can be created, sent, approved, and stored directly in Wrapbook.
With Wrapbook, you can create Approval workflows for:
Purchase orders
Timecards & expenses
Access Approval workflows
Approval workflows are permission based
To update, your account must have one of the following roles enabled:
Role: Company Admin
Custom role with: General settings - Full access, Production entities - Full access, Manage
To access Approval workflows:
In the left-side navigation, click the dropdown menu
In the dropdown menu, select All projects
In the left-side navigation, click Company settings
Scroll down the page until you see Project Preferences
Click the Edit button next to Approval workflows
On the Approval workflows page, you can add:
Approval workflows
Approval groups
Add an Approval workflow
To add an approval workflow:
On the Approval workflows management page, click the + Add approval workflow
In the Add workflow popup, select the type of workflow that you want to add: Purchase order workflow or Timecard & expense workflow
In popup, if you’re company uses an organizational hierarchy, you’ll be prompted to select the Organization. If you’re company doesn’t use an organizational hierarchy, your company will be selected by default. Click the Continue button.
Configure your Approval workflow
On the Add approval workflow page, enter a Workflow name. You can also add a Description which is helpful for identifying a workflow when you plan on creating several.
Scroll down the Add an approval workflow page until you see the Customize your approvals section where you’ll see a flow chart that updates as you customize the workflow. The steps in the chart are based on the type of workflow that you selected: Purchase order workflow or Timecard & expense workflow.
Click the Continue button
In Step #1 , click the + Add approvers button to open a panel listing the people who’re available for selection. The list of people that are available to select is based on your Team management settings. If you don’t see the person that you want to add, go to the Team management page and click the + Invite member button to add them to your project’s management team.
In the Add approvers to step panel, you can click the boxes to select the members of your team to add to the workflow. If you’re selecting more than one approver for a step, you can opt to create an Approval group. To learn more, see Add approval groups below. When you’re finished selecting approvers, click the Add button.
To add more steps to the approval workflow, click the Add step button
Add Approval groups
An Approval group is a pre-assigned group of people who’re responsible for reviewing and approving steps in a workflow. Approval groups are useful for quickly identifying and assigning people within a company who’ll be responsible.
When you use Approval groups you have the option to either:
Require all people in a group to approve a workflow step before proceeding to the next step
Allow any person from an approval group to approve a workflow step before proceeding to the next step
You can add an approval group when adding approvers to a workflow step.
To add an approval group:
After making your selections in the Add approvers to step panel, click the toggle next to Add as group
Enter a name for the group, and click the Require approval from dropdown to select either: Any approver or All approvers
Click the Add button
The group will be saved and you’ll be able to select it when adding steps to a workflow.
Update or disable an Approval workflow
On the Approval workflows management page, click on the Approval workflows tab
Click the Edit button next to the Workflow that you want to update or disable
On the Edit approval workflow page, you can make changes to any of the information listed, or you can click the Workflow enabled toggle to disable it.
When you’re finished, click the Save button
Update an Approval group
On the Approval workflows management page, click on the Approval groups tab
Click the Edit button next to the Group that you want to update or delete
On the Edit approval group page, you can make changes to any of the information listed
When you’re finished, click the Save button
Delete an Approval group
On the Approval workflows management page, click on the Approval groups tab
Click the Edit button next to the Group that you want to delete
At the bottom of the Edit approval group page click Delete group
In the confirmation popup click OK to confirm deletion