Histórico da Página

...

Painel

borderColor	#ebecf0

Estado


subtle	true
title	It is not recommended for critical stages or those with high priority due to the lack of clear responsibility, or for stages that involve confidential data

In a Technical Support process for the IT area, it is allowed for anyone who encounters difficulties or has any issues with any tool used in the company to open a ticket, which can be for errors, permissions, questions, requesting help, etc.

In this case, we can define the assignment mechanism for this step – process Start component – as:

Step	Type of mechanism
Open ticket	Anyone

→ This means that anyone in the company can open a ticket to request support.

Multimedia

name	mecanismo-qualquer-pessoa.mp4
width	100%
page	Plataforma ❙ Mecanismos de atribuição
autostart	true
space	fluig
height	5%

Specific group

...

This mechanism allows defining:

...

Painel

borderColor	#ebecf0

Estado


subtle	true
title	EXAMPLE OF USE

In a Supplier Payment process, the last step is executed by the Accounts Payable department of the company, which consists of 5 employees. All of them are capable of taking on this step and making the actual payment, but the request must be taken on by only one person.

Thus, we can define the assignment mechanism for this step – Activity component – as follows:

Step	Type of mechanism	Possible responsible parties for the step	Execution method of the step	Request submission method
Make payment	Specific group	Members of the Accounts Payable group	Individual activity	Submission to all in the group (pool)

→ This means that when the request is sent to the Make payment step, all members of the Accounts Payable group will see the request as pending, and it can be taken on by any of the individuals. As soon as one person takes on the request, they become responsible for making the payment, and the request is no longer displayed as a pending item for the rest of the group. Therefore, the assignment mechanism facilitates the distribution of activities among the group, allowing that when one person finishes their current activity, they can take on the next pending one, ensuring a constant flow of requests.

Multimedia

name	mecanismo-grupo-específico.mp4
width	100%
page	Plataforma ❙ Mecanismos de atribuição
autostart	true
space	fluig
height	5%

Specific role

...

This mechanism allows defining:

...

Painel

borderColor	#ebecf0

Estado


subtle	true
title	EXAMPLE OF USE

In a marketing campaign launch process, it is necessary for the company's vice presidents to agree with the content and approach of the campaign for it to be launched to the market. Therefore, one of the steps in the process is the Approval of the vice presidents.

Thus, we can define the assignment mechanism for this step – Activity component – as follows:

Step	Type of mechanism	Possible responsible parties for the step	Execution method of the step	Request submission method	Consensus
Approval VPs	Specific group	Members of the Vice-presidents group	Joint activity	Submission to all in the group (pool)	80%

→ This means that when the request is sent to the Approval VPs step, all members of the Vice-presidents group will see the request as pending, and it can be taken on by any of the individuals. It is necessary for 80% of the group members to take on the step and take the same action (approve) for the consensus to be reached and the request to proceed. Thus, the assignment mechanism ensures that the majority of vice presidents are aware of and agree with the campaign for it to be launched to the market, avoiding any type of information mismatch or misunderstandings.

Multimedia

name	vídeo-mecanismo-atribuição.mp4
width	100%
page	Plataforma ❙ Mecanismos de atribuição
space	fluig
height	5%

By form field

...

This mechanism allows defining that only the person indicated in a field of the request form in a previous step is responsible for the step in which it was configured, meaning that only this person receives the request when it is sent to this step.

...

Painel

borderColor	#ebecf0

Estado


subtle	true
title	EXAMPLE OF USE

In an access request process for a system, the requester needs to inform who their manager is and why they need access to the tool they are requesting. Before being forwarded to the IT department, responsible for granting access, the request will be sent to the requester's manager for approval or denial of access. The manager responsible for approval varies according to the requester.

Thus, we can define the access approval assignment mechanism – Activity component – as:

Step	Type of mechanism	Responsible for the stage
Manager approval	By form field	Person informed in the Manager field

→ This means that when the request is sent to the Manager approval stage, the person responsible for it and who will receive the request will be the one informed in the Manager field of the process form. Therefore, the assignment mechanism ensures that each request is directed directly to the responsible person, facilitating the management and approval of access requests.

Multimedia

name	mecanismo-campo-de-formulário.mp4
width	100%
page	Plataforma ❙ Mecanismos de atribuição
autostart	true
space	fluig
height	5%

Specific Person

...

This mechanism allows defining that only a specific person is responsible for the stage in which it was configured, meaning that only this person receives the request when it is sent to this stage or only this person can open requests for the process, if it is the initial stage.

...

Painel

borderColor	#ebecf0

Estado


subtle	true
title	EXAMPLE OF USE

In a Contract Approval process, the person responsible for approving and releasing the contract signature is the director of the Contracts area of the company. Only this director can access the necessary information to approve or not approve the signing of contracts.

Thus, we can define the assignment mechanism for contract approval – Activity component – as:

Step	Type of mechanism	Responsible for the Stage
Director Approval	Director Approval	Maria da Cunha

→ This means that when the request is sent to the Director Approval stage, the person responsible for it, who will receive the request, is Maria da Cunha; only she can decide on this approval. Thus, the assignment mechanism ensures that the responsibility for approving the contract is clearly defined and that only the configured person can execute this stage, ensuring efficiency, accountability, and confidentiality of the information in the process.

Multimedia

name	mecanismo-pessoa-específica.mp4
width	100%
page	Plataforma ❙ Mecanismos de atribuição
autostart	true
space	fluig
height	5%

Usage Examples

...

We have gathered several scenarios here in which different assignment mechanisms can be applied. The examples include the mechanism, the scenario where it will be applied, and what happens when the request is moved to the stage in which it was configured.

...

Section

Painel

borderColor	#ebecf0

Toggle Cloak
id @1

Apenas pessoas que fazem parte de um grupo podem solicitar a compra de um equipamento

Only people who are part of a group can request the purchase of equipment.

Cloak

id	@1

trueMecanismoMECHANISM

→ Grupo específico Specific group

trueCenário

Em um processo de Compra de equipamento eletrônico, como notebooks, monitores, mouse, teclado, fones de ouvido, dentre outros, apenas algumas pessoas da área de Infraestrutura têm autorização para solicitar a compra para a área de Compras da empresa. Ou seja, o colaborador que tem alguma necessidade de equipamento, deve, primeiramente, entrar em contato com a área de infraestrutura para notificá-los sobre sua necessidade. Eles analisarão se já possuem o equipamento solicitado ou se será necessário comprá-lo. Sendo necessário comprá-lo, as pessoas que exercem a função de gerenciar os equipamentos – compra, troca, controle de inventário, descarte etc. – da área de Infraestrutura podem abrir uma solicitação de compra do equipamento necessário.

SCENARIO

In an electronic equipment purchase process, such as laptops, monitors, mice, keyboards, headphones, among others, only a few people from the Infrastructure area are authorized to request purchases for the company's Purchasing area. That is, the employee who has a need for equipment must first contact the Infrastructure area to notify them of their need. They will analyze whether they already have the requested equipment or if it will be necessary to purchase it. If it is necessary to purchase it, the people who manage the equipment – purchase, exchange, inventory control, disposal, etc. – in the Infrastructure area can open a purchase request for the necessary equipment.

Thus, we can define the assignment mechanism for this step – process component – asDesta forma, podemos definir o mecanismo de atribuição dessa etapa – componente do processo – como:

Step	Type of mechanism	Possible responsible parties for the step
Solicitar compra de equipamento	Papel específico	Integrantes do grupo Gestão de equipamentos
Request purchase of equipment	Specific role	Members of the Equipment Management group

→ This means that only people who manage the company's electronic equipment can open requests to the Purchasing area. Therefore, the assignment mechanism ensures that only authorized individuals with the necessary information to decide whether a purchase should be requested can open requests, thus avoiding unnecessary purchases, conflicting information, outdated inventory, among other issues→ Significa que apenas as pessoas que exercem a função de gerenciar os equipamentos eletrônicos da empresa podem abrir solicitações para a área de Compras. Assim, o mecanismo de atribuição garante que apenas as pessoas autorizadas e que possuem as informações necessárias para decidirem se uma compra deve ser solicitada ou não abram solicitações, evitando assim, compras desnecessárias, informações desencontradas, inventário desatualizado, dentre outras questões.

Painel

borderColor	#ebecf0

Toggle Cloak
id @2

A aprovação de despesas precisa ser feita pelo responsável de acordo com a sua categoria

Expense approval must be done by the responsible party according to its category.

Cloak

id	@2

trueMecanismoMECHANISM

→ Por campo de formulário By form field

trueCenário

Em um processo de Aprovação de despesas, o solicitante preenche algumas informações, tais como o valor, a justificativa e a categoria da despesa. A aprovação dessa despesa varia de acordo com sua categoria (viagem, equipamento, marketing, contratação etc.), ou seja, dependendo da categoria, a aprovação precisa ser enviada para o gestor responsável por ela. Quando o solicitante escolhe a categoria, o campo Gestor responsável é automaticamente preenchido.

SCENARIO

In an expense approval process, the requester fills in some information, such as the amount, justification, and category of the expense. The approval of this expense varies according to its category (travel, equipment, marketing, hiring, etc.), meaning that depending on the category, the approval needs to be sent to the manager responsible for it. When the requester selects the category, the Responsible Manager field is automatically filled.

Thus, we can define the assignment mechanism for this step – process Activity component – asDesta forma, podemos definir o mecanismo de atribuição dessa etapa – componente do processo – como:

Step	Type of mechanism	Possible responsible parties for the step
Aprovação do gestor	Por campo de formulário	Pessoa informada no campo Gestor responsável
Manager approval	By form field	Person informed in the Responsible Manager field

→ This means that when the request is sent to the Manager Approval stage, the person responsible for it, who will receive the request, will be the one informed in the Responsible Manager field of the form, which was automatically filled in when selecting the expense category. Thus, the assignment mechanism ensures that each request is directed straight to the responsible person, facilitating the management and approval of expenses and also avoiding the hassle of having to transfer the request to another person, for example→ Significa que, quando a solicitação for enviada para a etapa Aprovação do gestor, a pessoa responsável por ela e que receberá a solicitação será a que foi informada no campo Gestor responsável do formulário, que foi preenchido automaticamente ao selecionar a categoria da despesa. Assim, o mecanismo de atribuição garante que cada solicitação seja direcionada diretamente à pessoa responsável, facilitando a gestão e a aprovação das despesas e, também, evitando transtornos de ter que transferir a solicitação para outra pessoa, por exemplo.

Painel

borderColor	#ebecf0

Toggle Cloak
id @3

Apenas as pessoas que fazem parte da gestão podem solicitar a abertura de vagas para o RH

Only people who are part of management can request the opening of positions for HR

Cloak

id	@3

trueMecanismoMECHANISM

→ Papel específico Specific role

trueCenário

Em um processo de Solicitação de abertura de vaga, somente os gestores das áreas podem abrir solicitações quando identificam a necessidade devido ao aumento de demanda, saída de um colaborador ou uma nova posição estratégica na equipe. Essa solicitação precisa passar por algumas aprovações, como o RH, diretores e gestores executivos.

SCENARIO

In a Job Opening Request process, only area managers can open requests when they identify the need due to increased demand, the departure of an employee, or a new strategic position in the team. This request needs to go through some approvals, such as HR, directors, and executive managers.

Thus, we can define the assignment mechanism for this stage – Process component – asDesta forma, podemos definir o mecanismo de atribuição dessa etapa – componente do processo – como:

Step	Type of mechanism	Possible responsible parties for the step
Solicitar abertura de vaga	Papel específico	Pessoas que exercem o papel Gestores
Request job opening	Specific role	People who hold the Manager role

→ This means that only those who hold the role of people management within the company's areas can open a job opening request. Thus, the assignment mechanism ensures that only authorized individuals who have the necessary information to open a position can submit requests→ Significa que apenas quem exerce o papel de gestão de pessoas dentro das áreas da empresa pode abrir uma solicitação de abertura de vaga. Assim, o mecanismo de atribuição garante que apenas as pessoas autorizadas e que possuem as informações necessárias para a abertura de uma vaga abram solicitações.

Painel

borderColor	#ebecf0

Toggle Cloak
id @4

A recompra de ações precisa ser aprovada por 90% dos conselheiros da empresa

The share buyback needs to be approved by 90% of the company's board members.

Cloak

id	@4

trueMecanismoMECHANISM

→ Grupo específico Specific group

trueCenário

Em um processo de Recompra de ações, é necessário que os membros do conselho da empresa estejam de acordo com a estratégia apresentada pela equipe executiva, bem como com o preço que será pago por cada ação e com a proposta de valor que essa decisão trará para a companhia. Sendo assim, uma das etapas do processo é a Aprovação do conselho.

SCENARIO
In a Share Buyback process, it is necessary for the members of the company's board to agree with the strategy presented by the executive team, as well as with the price that will be paid for each share and with the value proposition that this decision will bring to the company. Therefore, one of the stages of the process is the Board Approval.

Thus, we can define the assignment mechanism for this stage – Process component – asDesta forma, podemos definir o mecanismo de atribuição dessa etapa – componente do processo – como:

Step	Type of mechanism	Possible responsible parties for the step	Execution method of the step	Forma de envio da solicitação	Consenso	Request submission method	Consensus
Council Approval	Specific group	Members of the group Advisors	Joint activity	Submission to all group members	Aprovação do conselho	Grupo específico	Integrantes do grupo Conselheiros	Atividade conjunta	Envio para todos do grupo (pool)	90%

→ Significa que, quando a solicitação for enviada para a etapa Aprovação do conselho, todas as pessoas do grupo Conselheiros verão a solicitação como pendente e ela poderá ser assumida por qualquer uma das pessoas. É necessário que 90% das pessoas do grupo assumam a etapa e tomem a mesma ação (aprovar) para que o consenso seja atingido e a solicitação siga adiante. Assim, o mecanismo de atribuição garante que a maioria dos conselheiros esteja ciente e de acordo com a proposta de recompra para que ela seja aplicada no mercado, evitando qualquer tipo de desencontro de informações ou mal-entendidosThis means that when the request is sent to the Council Approval stage, all members of the Advisors group will see the request as pending, and it can be taken on by any of the individuals. It is necessary for 90% of the group members to take on the stage and take the same action (approve) for the consensus to be reached and the request to move forward. Thus, the assignment mechanism ensures that the majority of advisors are aware of and agree with the buyback proposal for it to be applied in the market, avoiding any type of information mismatch or misunderstandings.

Painel

borderColor	#ebecf0

Toggle Cloak
id @5

O responsável por aprovar um orçamento varia de acordo com o valor

The person responsible for approving a budget varies according to the amount.

Cloak

id	@5

trueMecanismoMECHANISM

→ Por campo de formulário By form field

trueCenário

Em um processo de Aprovação de orçamento, é necessário informar alguns dados, dentre eles, o valor total do orçamento a ser aprovado. O responsável por aprovar esse orçamento varia de acordo com o valor, visto que existem alçadas de aprovação para o gestor, para o gestor executivo e para o diretor. Ao ser informado o valor no formulário, o campo Responsável pela aprovação é automaticamente preenchido e a etapa Aprovação deve ser enviada para essa pessoa.

SCENARIO
In a Budget Approval process, it is necessary to provide some data, including the total amount of the budget to be approved. The person responsible for approving this budget varies according to the amount, as there are approval limits for the manager, for the executive manager, and for the director. When the amount is entered in the form, the Responsible for Approval field is automatically filled, and the Approval stage must be sent to this person.

In this way, we can define the assignment mechanism for this stage – process component – asDesta forma, podemos definir o mecanismo de atribuição dessa etapa – componente do processo – como:

Step	Type of mechanism	Possible responsible parties for the step
Aprovação	Por campo de formulário	Pessoa informada no campo Responsável pela aprovação

→ Significa que, quando a solicitação for enviada para a etapa Aprovação, a pessoa responsável por ela e que receberá a solicitação será a que foi informada no campo Responsável pela aprovação do formulário, que foi preenchido automaticamente ao informar o valor do orçamento a ser aprovado. Assim, o mecanismo de atribuição garante que cada solicitação seja direcionada diretamente à pessoa responsável, facilitando a gestão e a aprovação dos orçamentos e, também, evitando que os gestores recebam solicitações fora da sua alçada de aprovação e tenham que transferi-las para outro responsável.

Dúvidas frequentes

Approval

By form field

Person indicated in the Responsible for Approval field

→ This means that when the request is sent to the Approval stage, the person responsible for it and who will receive the request will be the one indicated in the Responsible for Approval field of the form, which was automatically filled when entering the amount of the budget to be approved. Thus, the assignment mechanism ensures that each request is directed directly to the responsible person, facilitating the management and approval of budgets and also preventing managers from receiving requests outside their approval limits and having to transfer them to another responsible party.

Frequently Asked Questions

...

Check here some frequently asked questions about the assignment mechanismsConfira aqui algumas dúvidas frequentes sobre os mecanismos de atribuição.

HTML

<script>
    (function() {
        function toggleAreas(isExpand, $parent) {
            var $items = $parent.find('.panel');

            $.each($items, function(idx, el) {
                var $arrow = $(el).find('span.cloakToggle').find('span');
                var $content = $(el).find('span.cloak');
                if (isExpand) {
                    $arrow.removeClass('cloakDefaultOpen').addClass('cloakDefaultClose');
                    $content.show();
                } else {
                    $arrow.addClass('cloakDefaultOpen').removeClass('cloakDefaultClose');
                    $content.hide();
                }
            });
        }

        $(document).on('click', '#toggleAll-2', function(ev) {
            ev.preventDefault();
            var isExpand = $(this).data('expand');
            var $parent = $(this).nextAll('.sectionColumnWrapper').first();
            toggleAreas(isExpand, $parent);
            $(this).data('expand', !isExpand);
        });
    })();
</script>
<a id="toggleAll-2" href="#" data-expand="true">Abrir>Open/fecharclose todasall as dúvidas<questions</a>

Section

Painel

borderColor	#ebecf0

Toggle Cloak
id @saiba-mais-1

O que acontece se a pessoa específica configurada no mecanismo não estiver disponível

What happens if the specific person configured in the mechanism is not available?

Cloak

id	@saiba-mais-1

A solicitação ficará parada na etapa. Se o processo possuir gestores, apenas eles poderão fazer alguma ação no lugar da pessoa específicaThe request will be stuck at that stage. If the process has managers, only they will be able to take action in place of the specific person.

Painel

borderColor	#ebecf0

Toggle Cloak
id @saiba-mais-2

Posso atribuir uma etapa do processo a mais de um grupo simultaneamente

Can I assign a stage of the process to more than one group simultaneously?

Cloak

id	@saiba-mais-2

Não. No momento não é possível definir mais de um grupo como responsável por uma etapa ou pela gestão de um processoNo. At the moment, it is not possible to define more than one group as responsible for a stage or for the management of a process.

Painel

borderColor	#ebecf0

Toggle Cloak
id @saiba-mais-3

O que acontece se a etapa for atribuída a um papel e nenhuma pessoa exerce esse papel no momento

What happens if the stage is assigned to a role and no one is currently fulfilling that role?

Cloak

id	@saiba-mais-3

A solicitação ficará parada nessa etapa e ninguém conseguirá assumi-la, a menos que o processo possua gestores, pois eles conseguem assumir a solicitação. Por essa razão, é muito importante sempre revisar e atualizar os papéis para que eles representem a atual organização das funções dentro da empresaThe request will be stuck at that stage, and no one will be able to take it over unless the process has managers, as they can take over the request. For this reason, it is very important to always review and update the roles to ensure they represent the current organization of functions within the company.

Painel

borderColor	#ebecf0

Toggle Cloak
id @saiba-mais-4

É possível alterar o mecanismo de atribuição depois que a atividade/etapa foi criada e configurada

Is it possible to change the assignment mechanism after the activity/stage has been created and configured?

Cloak

id	@saiba-mais-4

Yes, it is possible. However, if the process already has a published version, this change will result in a new version of the process. And, for the change to be applied to the next open requests, it is necessary to publish the process again.

Important!

Requests that were already open and in progress before the change will remain with the settings of the old version. Only new requests that are opened after the publication of the new version of the process will have the changes

Sim, é possível. Porém, se o processo já possui uma versão publicada, essa alteração implicará em uma nova versão do processo. E, para que a alteração seja aplicada nas próximas solicitações abertas, é necessário publicar o processo novamente.

Importante!As solicitações que já estavam abertas e em andamento antes da alteração, permanecem com as configurações da versão antiga. Apenas novas solicitações que forem abertas depois da publicação da nova versão do processo terão as alterações

.

Painel

borderColor	#ebecf0

Toggle Cloak
id @saiba-mais-5

Como garantir que a solicitação não fique parada por muito tempo em uma etapa sem ser assumida

How can I ensure that the request does not get stuck for too long at a stage without being taken over?

Cloak

id	@saiba-mais-5

There is no way to guarantee this. However, there are resources and best practices that can help prevent this from happening, such as:

configuring the stage to notify the responsible person: this way, when the request reaches the stage, the responsible person is notified and becomes aware that there is a pending task under their responsibility;

defining at least one manager for the process: this way, if the requester is not available at the moment the request reaches the stage (for example, they are absent), the manager can take over or transfer the request to another person;

always reviewing groups and roles: this ensures that they are always reflecting the current organization of the company, preventing requests from getting lost throughout the process

Não há como ter essa garantia. Porém, existem recursos e boas práticas que podem contribuir para que isso não aconteça, tais como:

configurar a etapa para notificar o responsável: assim, quando a solicitação chegar na etapa, o responsável é notificado e fica ciente de que existe uma pendência sob sua responsabilidade;

definir pelo menos um gestor para o processo: assim, caso o solicitante não esteja disponível no momento em que a solicitação chegar na etapa (está ausente, por exemplo), o gestor consegue assumir ou transferir a solicitação para outra pessoa;

sempre revisar grupos e papéis: assim, garante-se que eles estejam sempre refletindo a atual organização da empresa, evitando que as solicitações se percam ao longo do processo.

Painel

borderColor	#ebecf0

Toggle Cloak
id @saiba-mais-6

É possível utilizar o mecanismo Qualquer pessoa em etapas que envolvem dados confidenciais

It is possible to use the mechanism Any person in steps that involve confidential data?

Cloak

id	@saiba-mais-6

Sim, é possível utilizar, mas não é recomendado. Etapas que lidam com dados confidenciais ou críticos devem ser encaminhadas para as pessoas autorizadas a ter acesso e a tomar alguma decisão com base nelesYes, it is possible to use it, but it is not recommended. Steps that deal with confidential or critical data should be directed to authorized individuals who have access and can make decisions based on them.

Painel

borderColor	#ebecf0

Toggle Cloak
id @saiba-mais-7

O que acontece se o campo utilizado para atribuição for excluído do formulário

What happens if the field used for assignment is removed from the form?

Cloak

id	@saiba-mais-7

There are two situations that may occur in this scenario:

When the form belongs to the process in question, that is, it was created for that process: a message will inform that the assignment mechanism for a certain step does not have the specified form field and it will not be possible to publish the process containing this change in the form unless the mechanism is altered. This happens because, when editing the process form, a new version is automatically generated for both the form and the process, and it is necessary to publish them for the changes to be applied to the next requests that will be opened.

When the form already existed and was only related to the process in question: an inconsistency will occur when the responsible person tries to move the request from the previous step to the step that has the mechanism configured by form field, indicating that it was not possible to find the person responsible for the next step and the request will not be moved

Existem duas situações que podem ocorrer nesse cenário:

Quando o formulário pertence ao processo em questão, ou seja, foi criado para esse processo: uma mensagem informando que o mecanismo de atribuição de determinada etapa não possui o campo de formulário informado e não será possível publicar o processo contendo essa alteração no formulário, a menos que o mecanismo seja alterado. Isso ocorre, porque, ao editar o formulário do processo, automaticamente é gerada uma nova versão, tanto do formulário quanto do processo, sendo necessário publicá-las para que as alterações sejam aplicadas nas próximas solicitações que serão abertas.

Quando o formulário já existia e foi apenas relacionado ao processo em questão: ocorrerá uma inconsistência quando o responsável tentar movimentar a solicitação da etapa anterior para a etapa que possui o mecanismo por campo de formulário configurado, informando que não foi possível encontrar o responsável pela próxima etapa e a solicitação não será movimentada.

Informações

title	Attention!

This documentation is valid from the Voyager update (2.0). If you are using a previous update, it may contain information different from what you see on your platform.

...

Árvore de páginas

Versões comparadas

Versão antiga 2

Nova versão 3

Chave

Specific group

Specific role

By form field

Specific Person

Usage Examples

Toggle Cloak
id @1

Only people who are part of a group can request the purchase of equipment.

Toggle Cloak
id @2

Expense approval must be done by the responsible party according to its category.

Toggle Cloak
id @3

Only people who are part of management can request the opening of positions for HR

Toggle Cloak
id @4

The share buyback needs to be approved by 90% of the company's board members.

Toggle Cloak
id @5

The person responsible for approving a budget varies according to the amount.

Dúvidas frequentes

Frequently Asked Questions

Toggle Cloak
id @saiba-mais-1

What happens if the specific person configured in the mechanism is not available?

Toggle Cloak
id @saiba-mais-2

Can I assign a stage of the process to more than one group simultaneously?

Toggle Cloak
id @saiba-mais-3

What happens if the stage is assigned to a role and no one is currently fulfilling that role?

Toggle Cloak
id @saiba-mais-4

Is it possible to change the assignment mechanism after the activity/stage has been created and configured?

Toggle Cloak
id @saiba-mais-5

How can I ensure that the request does not get stuck for too long at a stage without being taken over?

Toggle Cloak
id @saiba-mais-6

It is possible to use the mechanism Any person in steps that involve confidential data?

Toggle Cloak
id @saiba-mais-7

What happens if the field used for assignment is removed from the form?

Árvore de páginas

Histórico da Página

Versões comparadas

Versão antiga 2

Nova versão 3

Chave

Specific group

Specific role

By form field

Specific Person

Usage Examples

Toggle Cloakid@1

Only people who are part of a group can request the purchase of equipment.

Toggle Cloakid@2

Expense approval must be done by the responsible party according to its category.

Toggle Cloakid@3

Only people who are part of management can request the opening of positions for HR

Toggle Cloakid@4

The share buyback needs to be approved by 90% of the company's board members.

Toggle Cloakid@5

The person responsible for approving a budget varies according to the amount.

Dúvidas frequentes

Frequently Asked Questions

Toggle Cloakid@saiba-mais-1

What happens if the specific person configured in the mechanism is not available?

Toggle Cloakid@saiba-mais-2

Can I assign a stage of the process to more than one group simultaneously?

Toggle Cloakid@saiba-mais-3

What happens if the stage is assigned to a role and no one is currently fulfilling that role?

Toggle Cloakid@saiba-mais-4

Is it possible to change the assignment mechanism after the activity/stage has been created and configured?

Toggle Cloakid@saiba-mais-5

How can I ensure that the request does not get stuck for too long at a stage without being taken over?

Toggle Cloakid@saiba-mais-6

It is possible to use the mechanism Any person in steps that involve confidential data?

Toggle Cloakid@saiba-mais-7

What happens if the field used for assignment is removed from the form?

Toggle Cloak
id @1

Toggle Cloak
id @2

Toggle Cloak
id @3

Toggle Cloak
id @4

Toggle Cloak
id @5

Toggle Cloak
id @saiba-mais-1

Toggle Cloak
id @saiba-mais-2

Toggle Cloak
id @saiba-mais-3

Toggle Cloak
id @saiba-mais-4

Toggle Cloak
id @saiba-mais-5

Toggle Cloak
id @saiba-mais-6

Toggle Cloak
id @saiba-mais-7