How can I design a sign off workflow ?
Introduction
KTern offers the user to assign and create sign-off based on the project requirement. The sign-off workflow starts from creating the sign-off to closing after the last approval of the approval matrix.
The Sign-off workflow includes adding references, tracking the progress of approval and also the resources which might include files , discussions, notes & supporting links.
1. Navigating to Sign-off
1.1 Project Hub ---> Sign-off
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2. Creation of Sign-off
2.1 Select "Add Sign-off" option from the sign-off cockpit.
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2.2 Add basic info to the sign-off at the "Overview".
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2.3 Navigate to "Stakeholders" to create the approval matrix.
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Check out more at Can a sign-off have multiple stakeholders?
2.4 Add "reference" item to link it with the project plan.
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3. Resources of Sign-off
Resources which are attached to sign-offs can be files, discussions, Notes & links.
Use the actions button to access the sign-off.
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3.1 Discussions
The major purpose of this option is to track the entire conversational history of the sign-off from the creation to even after the completion of sign-off.
These discussions can be :
3.1.1 Instructions
3.1.2 Information
3.1.3 Reminders
3.1.4 Daily updates
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3.2 Files
Files are supporting documents to the sign-off, which might act as a reference to the project plan & the relevancy of the sign-off.
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Files to a task can be added through the task wizard as well as directly from the file section.
4. Sign-off Approval/Rejection
Sign-off can be approved or rejected based on the project plan.
A sign-off approval and rejection can be done with comments.
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KTern doesn't allow auto-escalation matrix
Quick-fill filters can be used to view overdue sign-off items.
Learn more about it at How to view Over-due sign-off items?
5. Sign off re-approvals
The sign-offs pushed for rejection , once made the required changes can be pushed for re-approvals.
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The re-approval matrix starts back from the lower level.
Check out more at How to send a sign-off for re-approval?
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