Creating Approvals
Approvals can be initiated on any file, engineering change order (ECO), or BOM and are available for users to document decisions before releasing files. Approvers will be able to provide comments, and decisions such as Approve or Reject before closing the approval as approved or rejected.
Starting an Approval for a File
Navigate to the file info drawer for a given part/assembly/file, and go to Activity
Click Start Approval
Specify the due date (optional), and add reviewers to then Request Approval
Reviewers will receive notifications to provide input, Approve, or Reject
Starting an Approval for an ECO
Open the ECO page by selecting the "ECOs & Revs" icon on your left menu dock
Navigate to the ECO you'd like to create an approval for
Select the "Create Approval" button
Edit the approvals' information (due date, add approvers/groups)
Click "Request Approval"
ECO approvals will only be added to files that are not currently in review, locked, or checked out
Starting an Approval for a BOM
Click on the BOMs icon within your project
Navigate to and open the BOM
Click the Start Approval button
Specify the due date (optional) and add reviewers and/or groups
Click the Request Approval button
Reviewers will receive notifications to provide input, Approve, or Reject