Configuring the approval in the category
Prerequisites
- Access to the Configuration > Category (PL020) menu.
- Category with the General tab configured.
Introduction
See below how to configure approval for the planning and execution of the records belonging to a given category.
By doing so, the records can be tracked during the steps, which allows for detecting inaccurate information and correcting it quickly.
Configuring the approval
1. Access the Configuration > Category (PL020) menu.
2. Select the desired category and click on the 
button.
3. Click on the Approval tab.
4. Select the desired approval:
- Planning approval: once the planning of the plans and isolated actions in the category is finished, they will go through approval. To this end, the Planning approval task will be generated for the responsible parties.
- Verification: once the execution of the plans and isolated actions in the category is finished, they will go through an effectiveness verification. To this end, the Effectiveness verification task will be generated for the responsible parties.
5. Then, select the desired route type for the approval:
| Variable | Select this option so that the responsibility route can also be selected during the planning/tracking (verification) step of the records in the category. This option allows its members to be edited. |
| Fixed | Select this option so that the responsibility route can also be selected during the planning/tracking (verification) step of the records in the category, but without the possibility of editing its members. |
| Fixed & unique | Select this option to define a default responsibility route for the approval of the planning and for the verification of the records in the category, that is, the route selected here (as well as its members) cannot be edited during the planning/tracking step. |
6. Then, in the Responsibility route field, select a route that will define the approval process for the planning and verification of the plans and isolated actions in the category.
- Filling in the Responsibility route field is mandatory if the route type is "Fixed & unique".
- If another route type option has been selected, and the Responsibility route field is completed, during the planning/execution step, the system will use the specified responsibility route, but it can be edited.
- Only approval responsibility routes will be available for selection.
7. Click on the 
button on the main screen.
Conclusion
Thus, approval has been configured in the category, meaning that its records will go through it in the selected steps, according to the defined route.