This guide provides a comprehensive overview of configuring required approvals and rejections within our app.
Whether you need approvals from a select group or want to establish a threshold for rejections, this feature allows you to customize the process to fit your organizational needs with:
Minimum Approval Thresholds:
Description: Set a minimum number of approvals required for a document to be approved. This feature is flexible, allowing for a percentage or fixed number of approvals relative to the total approvers asked.
Common Use Case: For general decisions, requiring a simple majority may suffice, whereas critical decisions might need a higher threshold to pass.
Rejection Criteria:
Description: Define how many rejections are needed to veto a document. This helps prevent progress on documents that have significant opposition.
Common Use Case: In sensitive or high-stake projects, a small number of critical rejections (e.g., 2 out of 10) can be set to ensure broad consensus.
By implementing these settings, you can maintain a balance between control and flexibility, making the approval process both rigorous and efficient.
Approval Consensus Defaults
approval is required from all users added
a single rejection will reject the page.
Animated guide
Follow along with this handy video tutorial.
Step-by-Step
1. Click on Capable
This will open the page accessor menu.
2. Click on Approval
This will open the approval feature.
3. Select users for approval
As you add users, you will see how the required responses changes.
4. See how many responses are required with the progress bar
Using the progress indicator, you can see at a glance what responses are required.
5. Click on the settings cog in the top right and adjust requirements
The settings page allows you to set the consensus/quorum sizes.
6. Click on Save
This will return you to the previous screen where you can submit the requests.
7. See how the progress indicator changes with your settings
The number of segments changes based on the required responses.
8. Click on 'Send' to send the approval requests
This will send notifications if the users have set this up.
