Tips for setting up a confirmation schedule

Several options are available when setting up a confirmation schedule. This depends on the route a document needs to take and can differ within each organisation.

Written By Tess Hoogeboom

Last updated 2 months ago

Stage

Via the stages in the workflow, you determine the order in which documents must be confirmed. The document to be confirmed passes stage 1 first. When this is completed, the document proceeds to stage 2, etc. A schedule can contain a maximum of 5 stages.

When the order is not relevant and approval may be done in parallel, you can place all Approvers in the same stages.

All users vs. One user

Does a stage contain more than one user? Then you can choose from two settings:

  • All users: All users in this phase must approve the document.

  • One user: One of the users in this phase must approve the document.

Situation 1 – One approver

One person must approve the document. The schedule should look as follows:

A TriFact365 workflow consisting of a single stage that contains one user.

Situation 2 – Multiple approvers in succession

Approver A should approve the document first, after which Approver B should also approve the document. The schedule should look as follows:

A TrIFact365 workflow that contains two stages, both stages only contain a single user.

Situation 3 – Multiple approvers in parallel

There are multiple approvers who may approve, but one agreement is sufficient.
The schedule should look as follows:

A workflow with a single stage, but two users. The options "mandatory approval by one user" is selected.

Questions?

Not quite sure how to set up the confirmation schedule? If so, please contact our support department. We will be happy to help you set it up.