How to change the request approval steps

Name: Arkon One: How to change the request approval steps
Duration: 54 s
Description: How to change the request approval steps. A step-by-step walkthrough of the screens, buttons and fields involved.

Next lesson: How to ask for a scaffold modification or inspection from the field →

How to change the request approval steps. A step-by-step walkthrough of the screens, buttons and fields involved.

The steps, written out

Open Approval steps (the Approval steps button on Requests; Owner and Office Manager only).
In Steps, type one approval step per line, in order (up to 8). A step with "customer" in its name is decided by the customer or the office on their behalf; a step with "estimate" by sales; any other by the Office Manager.
Tick the Request types that need approval.
Press Save. Use Reset to default to restore Customer approver → Arkon One estimate → Final approval for Erect and Modify.

Tip

The change applies to new requests only.

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