Plan Approval

The plan approval with Poolarserver can be done in two ways: either digitally and directly in the integrated online editor of the module, or via an external program.

In the first case, digital pins are set on the document to be checked. In addition to a description, these contain an automatically generated unique transaction number, as well as information on content, responsible party and deadlines. Attachments can also be added to each pin. With the integrated sketch tool, sections of a plan that can be marked up can be generated additionally.

The plan approval with Poolarserver can be done in two ways: either digitally and directly in the integrated online editor of the module, or via an external program.

In the second case, files reviewed with an external program are integrated into the digital approval workflow by adding them to a pin as an attachment.

To conclude each step in the review process, a digital approval stamp is placed. The entire approval process is completed by mailing the approval results. For mailing, the project participants can be accessed conveniently, since they already exist in the workspace and do not have to be added first. The annotations on the reviewed plan only become visible to the other participants once they have been sent. Approval processes can consist of one or more stages.

Various list views of all entries are available in the module and can be grouped and filtered according to various criteria, such as creator and status. The tasks and deadlines generated from the plan approval module are displayed in the dashboard on the start page of a workspace.

View of the approval packages, status of the planned approvals and approval steps
The plan approval can be done directly online in the approval view