OnPlan Builder has a number of features to support the workflow approval process. Refer to WIN Document Work Flow for more details. Key features include
- Red pen mark up commenting with Approval or Rejection to the job step. Comments are tracked and auditable. Refer to Red Pen Mark up
- Chat feature for general commenting a Task WIN. (also tracks red pen changes). Refer to WIN Chat
- Task WIN statuses linked to responsibility. Refer to WIN Status
- Assign responsibility to a Task WIN.
- Automated alerts of actions required. Refer to Messages / Alerts
- Change logs that audit all Task WIN changes. Refer to Audit Log
NOTE: There is a Builder configuration option to make a Task Owner mandatory. See your system administrator if document workflow is required. Refer to Config Settings