Sequenced approval

[rmestXBE9F]

Can the system be configured that require some approvers in the CCB approve a change order before it is sent to a final approver?  Our boss doesn't want to review and approve a document just to see it declined by someone else later.  This would call for some sequenced or staged approval.  Is this possible?

[dvirh]

Absolutely. In fact, this is a pretty common way of using the system.

There are many different ways to do it depending on your business needs. One easy way to do it is to have multiple approval states that are stringed together, with a different set of approvers for each. But I assume you are looking to do it in the same workflow state. For that, you can build a precondition script for the Approve workflow transition that will check to see that all 'stage 1' approvers have already approved before it makes the workflow transition available for 'stage 2' approvers. this means that the stage 2 approvers will not see the transition in their 'My Outstanding Work' list until all stage 1 approvers have approved. It is common to couple this with some escalation process to ensure that work does not get stuck in a particular stage for too long.

[michelle.stone]

If you haven't checked out Change Management with Autodesk Fusion Lifecycle in the Help yet, that's a good place to start. Change Order Management details how change orders and approval lists are used in the solution in detail.

Michelle

[gasevsm]

My recommendation is
~ either chained wf states each acting as approval stage x OR
~ similar to above, but the multiple transitions all loop into the single state, each acting as stage 1,2,3 with own separate condition script.

I don't recommend the single loop transition containing all logic for evaluating all stage logic and which user should the very same transition be enabled for and which shouldn't.