Approval Workflows
QC Tool supports configurable multi-party approval chains for cost estimates, QC sign-offs, and document approvals.
Features
- Sequential approvals — Each approver must act before the next is notified
- Parallel approvals — Multiple approvers notified simultaneously
- Delegations — Delegate to another team member
- Rejection handling — Any approver can reject with mandatory notes
Setting up an approval chain
Navigate to Workflow Policies
Go to Master → Workflow Policies.
Create a policy
Define the trigger (e.g. “Cost Estimate Submitted”) and the ordered list of approvers (role or specific user).
Apply the policy
Assign to a specific agency, media category, or all projects.
Managing approvals
As an approver, when an item requires your action:
- You receive an email with a direct link
- Review the item
- Click Approve or Reject (with a reason if rejecting)
Client approvals work the same way — clients use a secure link and don’t need an account.
Delegating approvals
Open the pending approval, click Delegate to…, and select a colleague with the appropriate role.
Approval history
Every approval action is logged with who acted, when, and any comments. Access from Approval Chain Timeline on any approved or rejected item.