The following article outlines different types of approval workflows, and how to build each workflow in TIM.
Read first: How an approval workflow is created in TiM
In general, any approval workflow in TiM is built in two steps:
- Determine who will need to sign Startwork and on what forms their signatures will need to appear, and apply Approval Signature Fields to Startwork Templates wherever an approver's signature needs to appear.
- Grant Approval Permissions to team members that correspond with the type of Approval Signature Fields you've applied to your Startwork Templates.
If only one Approval Signature is required:
If one person on your Project will be entirely responsible for receiving Startwork, approving Startwork, and sending Startwork to payroll:
- Apply a Startwork Gatekeeper Approval Signature to your Packet Templates.
- Grant the approver "Approve Startwork as: Startwork Gatekeeper" Permission regardless of their real-life position or Job Description.
EXAMPLE: A production's Line Producer is the only person who needs to review and approve packets once they are submitted.
- Add a Startwork Gatekeeper Signature Field to Startwork packets.
- Assign the Line Producer only one Permission: "Approve Startwork as: Startwork Gatekeeper."
- The Line Producer will approve packets via the Startwork Gatekeeper column in the Approval Pipeline.
If multiple Approval Signatures are required:
Remember: The first person who signs will always be the Startwork Gatekeeper, regardless of their real-life position or Job Description.
- Within your Startwork Templates, apply the Gatekeeper Signature Field wherever the Gatekeeper needs to sign, plus any other Approval Signature Fields you need.
- Grant "Approve Startwork as: Startwork Gatekeeper" to the person who needs to be the first to review packets once they are submitted, and assign other Approval Permissions, that correspond to the other types of Approval Signature Fields you've applied, to anyone else who needs to Approve Startwork in TiM.
EXAMPLE: Startwork is submitted and needs to be signed by the Production Supervisor first, then the UPM, followed by the Line Producer.
- Add Gatekeeper, UPM, and Line Producer Signature Fields to Startwork packets (do not add a Production Supervisor Approval Signature Field).
- Assign the Production Supervisor "Approve Startwork as: Startwork Gatekeeper" Permission.
- Assign the UPM "Approve Startwork As: UPM" Permission.
- Assign the Line Producer "Approve Startwork as: Line Producer" Permission.
- The Production Supervisor will approve packets via the Startwork Gatekeeper column in the Approval Pipeline.
- The UPM and Line Producer will approve packets from their corresponding columns in the Approval Pipeline.
Someone reviews (but doesn't sign) and then multiple Approval Signatures are required:
If you'd like someone to do an initial review of submitted Startwork before passing packets along to other Approvers, do not place the Gatekeeper Approval Signature Field on your packets.
Remember: A Gatekeeper's review is built-in to the approval process in TiM. The Gatekeeper column will appear in the Approval Pipeline regardless of whether or not the Gatekeeper Approval Signature Field has been applied.
- Within your Startwork Templates, do not apply the Gatekeeper Signature Field at all. Only apply the other Approval Signature Fields you need throughout your Templates.
- Grant "Approve Startwork as: Startwork Gatekeeper" to the person who needs to be the first to review packets once they are submitted, and assign other Approval Permissions, that correspond to the types of Approval Signature Fields you've applied, to anyone else who needs to Approve Startwork in TiM.
EXAMPLE: Submitted packets should be reviewed (but not signed) by a Production Accountant. Then, packets are passed along to receive signatures from the Production Supervisor, UPM, and Line Producer.
- Add Production Supervisor, UPM, and Line Producer Approval Signature Fields to Startwork Templates (do not add a Startwork Gatekeeper Approval Signature Field; do not add a Production Accountant Signature Field).
- Assign the Production Accountant "Approve Startwork as: Startwork Gatekeeper" Permission.
- Assign the Production Supervisor "Approve Startwork As: Production Supervisor" Permission.
- Assign the UPM "Approve Startwork As: UPM" Permission.
- Assign the Line Producer "Approve Startwork As: Line Producer" Permission.
- The Production Accountant will review (not sign) packets via the Startwork Gatekeeper column in the Approval Pipeline.
- The Production Supervisor, UPM, and Line Producer will approve packets from their corresponding columns in the Approval Pipeline.
In this example, the Production Accountant will review all Startwork to make sure packets are complete and correct, and the only Approval Signatures that will appear on packets are those of the UPM, Production Supervisor, and Line Producer.
Read Next: How to approve Startwork in TiM
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