Actions with Practices
- Coordination of practice
- Returning practice for revision
- Declining of practice
- Approval of practice
- Assigning tasks
- Moving a practice to the archive
- Deleting a practice
- Adding a practice to favorites
Coordination of practice
To approve the practice, click Approval in the practice menu.
You will be taken to the practice card, where three buttons are available - Coordinate, Send back for revision and Decline.
When you click the Coordination button, a field for entering a comment opens, the comment is optional.
The practice enters the approval stage only when approved by all coordinators. Coordination occurs in parallel or sequentially, depending on the choice when adding the practice.
When you select the "On coordination" filter in the main menu, all practices that are under approval are displayed. The practice shows the employees who approve the practice:
Returning practice for revision
To return a practice for revision, click Coordination in the practice menu.
You will be taken to the practice card, where three buttons are available - Coordinate, Send back for revision and Decline.
Click "Send back for revision", you can leave a comment in the pop-up window.
After returning a practice for revision, its status changes to “Draft”.
Declining of practice
To decline a practice, click Approval in the practice menu and click Decline in the practice card.
After rejecting a practice, the status changes to "Declined".
Approval of practice
The approver will have "Approve" available in the menu.
When click the Approve button the practice card opens and the following buttons are available:
- Approve
- Send back for coordination
- Send back for revision
- Decline
Assigning tasks
Once the practice is approved tasks can be assigned to it. This can be done:
- From the main page.
- From the idea card.