Best practics. Coordination and approval of practices.

Updated: Feb 7

This article describes the coordination and approval of practices in the "Best Practices" application based on Bitrix 24 from Novus-HCM.


Coordination


By opening a practice card, a coordinator gets access to the following buttons:



“Coordinate” function is available to a coordinator only. The practice is coordinated by a chosen employee. When clicked, an input field is displayed that is similar to pressing “Send back for revision” button.


When clicking “Send back for revision”, the following window is displayed:
















The practice status is changed into “On approval” on the Top menu:







Coordination process is concurrent or sequential depending on a mode selected when adding the practice.


The practice is sent to the approval stage only when coordinated by each of the Coordinators.


The practice status is changed into “On approval”:



If a user approves the practice, his name is marked with a green tick on the practice card.



Approval


An approver has the access to the “Approve” button on the menu:












Approval process is carried out similar to that of coordination. The approver has access to the following buttons:



Once approved, the practice gets the “Approved” status:




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