Approvals

Some people may not write changes to the shop directly. Their changes are stored as proposals and wait until an authorised person approves them. Only then is the shop changed. This area also shows a completeness score for your products and numbers about your own work.

Where to find it

• Products > Approvals: the list of proposals. Everybody sees their own proposals here. People who may approve also see the proposals of others.
• Products > Completeness: the completeness score of the products.
• The button My numbers on the page Approvals: your own work numbers.

What you need

• No special permission to see and withdraw your own proposals and to open My numbers. Access to the shop is enough.
• Approve proposals to approve or reject the proposals of other people. You also need the permission for the change itself, for example the permission to change prices when you approve a price change.
• View completeness for Products > Completeness.
• Numbers of all people to see the page Work quality with the numbers of the whole team. People with the quality permission Assign and review tasks see it too.
• Approval rules and weights to change who needs approval and how the completeness score is calculated.
• A shop that plinth may write to. Approving runs the change in the shop, see Onboarding wizard.

Permissions are assigned in Access.

How do I know whether my change needs approval?

You do not have to do anything special. Work as usual, for example in Prices or Quality.

1. Save or start your change as usual.
2. If your role needs approval for this type of change, plinth stores it as a proposal and does not change the shop.
3. Open Products > Approvals. Your proposal is in the list with the status Waiting for approval.

The types of change are Texts, Prices, Fixes, Create and activate, Images, Cross-selling and Other.

Note: Nothing is changed in the shop until an authorised person approves the proposal.

How do I follow my proposals?

1. Open Products > Approvals. If you may approve, switch to My proposals at the top.
2. The tiles at the top count your proposals by status. Click a tile to filter the list. Click it again to see all.
3. Click a proposal to open it. Under What changes you see the values Before and After.

Hover a status to see who decided and when.

A proposal was rejected

1. Open the rejected proposal. The banner at the top shows who rejected it and why.
2. If the button Back to editing is shown, click it to return to the place where you made the change.
3. Correct the change and submit it again.

How do I withdraw a proposal?

1. Open your proposal with the status Waiting for approval.
2. Click Withdraw.
3. Confirm with Withdraw in the dialog Withdraw the proposal?.

The message "Proposal withdrawn." appears. A withdrawn proposal can no longer be approved, but you can submit the change again.

How do I approve or reject a proposal?

You need the permission Approve proposals.

1. Open Products > Approvals. The view For approval shows the proposals of other people.
2. Click a proposal. Approving and rejecting are only possible on the proposal page.
3. Check What changes: product, field, Before and After.
4. Decide under Your decision.

Approve

1. Click Approve and run.
2. In the dialog Approve and carry out this change? you can enter a comment. It is optional.
3. Confirm with Approve and run.

The message "Approved. The change now runs as a job and can be undone." appears. The proposal shows the state of the job and the link Jobs and undo. See Jobs for how to undo it.

Warning: Approving writes the change to the shop. A snapshot is saved first, so the change can be undone later.

Reject

1. Click Reject.
2. Enter the Reason for rejection (required).
3. Confirm with Reject.

The message "Rejected. The author sees the reason." appears. Nothing is changed in the shop. A rejection cannot be taken back; the author can submit the change again.

Note: You cannot approve your own proposals. Another person has to do that (two-person approval). You can only withdraw them.

How do I read the completeness score?

1. Open Products > Completeness.
2. The tiles show the Average of the shop, the number of products per range of points, and the products with No issues.
3. Click a range tile to list the products in that range under Weakest products.
4. Click Fix in a row to open the product in the quality check and fix its open issues.
5. The table Points lost per check shows which checks cost the most points. Click a check to open it in Quality.

Every product starts at 100 points. Every open issue costs points, based on the weight of its check. Exceptions that were accepted in the quality check do not count.

How do I see my own numbers and the numbers of the team?

1. Open Products > Approvals and click My numbers.
2. Choose the period at the top right: 7, 30, 90 or 365 days.
3. The tiles show Tasks done, Reopened, Rejected, Open tasks and Overdue. Several tiles open the matching list when you click them.
4. With the permission Numbers of all people, click Work quality to see the same numbers per person.

Note: The rates Reopened and Rejected only appear from a minimum number of cases. Everybody sees their own numbers. Only team leads see the numbers of all people.

How do I set who needs approval?

You need the permission Approval rules and weights. The page is called Approval and weights. There is no menu entry for it; ask your administrator for the link if you cannot find it.

1. In the table Approval rules there is one row per role and one column per type of change. The first row Everyone applies to all people.
2. Tick a box if this role needs approval for this type of change. Without a tick the change is written right away.
3. Click Save at the bottom of the page.

People who may approve proposals always work directly, whatever the rules say.

Change how the completeness score is calculated

On the same page:

Click Save when you are done. The message "Saved." appears.

Common errors and fixes

See also

• Quality: the checks behind the completeness score, and the tasks
• Prices: price changes that may need approval
• Jobs: follow and undo an approved change
• Access: roles and permissions
• Audit log