Questionnaire Approval Template Tab

The Questionnaire Approval Template tab lists the users assigned to the approval route tasks that were automatically added to the change order or change request as a result of a question response in the change questionnaire or because an attribute value matched a condition in the conditional questionnaire.

Note: A Business Administrator must enable conditional questionnaires to make the Questionnaire Approval Template tab available in the app.

To access the Questionnaire Approval Template tab for change questionnaires:

  1. Log in to the app with the Change Coordinator role.
  2. In the navigation pane, click My Changes.
  3. Click Change Template page tab.
  4. Select the change template.
  5. In the navigation pane, click Change Questionnaire.
  6. Select the Questionnaire Approval Template page tab.

This topic describes:

This page discusses:

Columns

Column NameDescription
NameThe name of the person or role assigned to the approval route task.
Click to list the search results of all users that have the assigned role in the organization.
Date Offset FromMethod used to determine the task's due date:
  • Assignee Set Due Date
  • Route Start Date
  • Task Create Date
Route ActionType of route action.
No. of DaysNumber of days for the task to be completed.
Route SequenceThe order in which the route tasks must be completed by the assignees.
InstructionsInstructions for completing the task.

Actions/Toolbar Commands

ActionDescriptionFor More Information
Add Action TaskAllows you to add an action task to the route and assign an approver to it.

This command is available while the change order is in the In Work state or the change request is in the In Review state.

Collaboration and Approvals User's Guide: Predefined Queries
Remove Action Task Allows you to remove an action task from the route. Click OK to confirm.

This command is available while the change order is in the In Work state or the change request is in the In Review state.

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Enable Edit Toggles the page into Edit mode. In Edit mode, you can edit the approver assigned to the task.-
Disable Edit Toggles the page into View mode. All information is read-only.-