Navigate to the Workflows section to manage your document control processes within the application.
Access Workflows Section
Navigate to the Workflows section to manage your document control processes within the application.
Open BOQ Approval Workflow
Open the 'BOQ Approval' template, the default workflow that governs how every bill of quantities moves through review on this project
Select QS Submission Step
The workflow starts with the Contractor party at the 'QS Submission' step, where the bill of quantities is first submitted.
Access Consultant Review Step
The second step, 'Consultant Review,' is owned by the Consultant party. They review the submission and either approve it to move forward or reject it
Open Owner Approval Step
The final step, 'Owner Approval,' belongs to the Owner party. Each party configures its own internal flow independently. Here, Owner's internal flow shows a single 'Internal approval' step marked as the end, which is why Owner appears 'Ready' while Contractor and Consultant don't yet
Proceed to Next Action
Move from the Consultant Review step to the final step in the path, Owner Approval.
Open Configuration Settings
Open the Configure panel for the Owner Approval step to see how its internal flow is set up
Review Action Permissions
Open the Permissions panel on the 'Internal approval' step to see exactly who is authorized to approve on the Owner party's behalf