Sign Off

   Click on any in progress improvement, click Actions and choose the option Request Sign Off.

Understanding Sign-Off in the Improvement Workflow

What is Sign-Off?

Sign-off is the verification stage where an improvement is confirmed as completed. It serves as a formal agreement that the improvement meets requirements.

Workflow Stages

1. Creation → becomes a “suggestion”
2. Approval → becomes “in progress”
3. Completion → marked for “sign-off” (if required)
4. Sign-off → becomes “completed”

At any point, improvements can be:

• Rejected (not required)
• Placed on hold (postponed)

Using Sign-Off

Admin, Power Users and Approvers Only

To request sign-off:

1. Open an in-progress improvement
2. Click Actions
3. Select Request Sign Off
4. Choose one or more approvers
   • Multiple approvers require unanimous sign-off
5. Add optional completion notes (will be emailed to approvers)

Important Notes

• You’ll receive notifications as each person signs off
• The improvement automatically completes after all approvals
• You can modify approvers at any time without resetting existing approvals
• Canceling sign-off restarts the entire process

Making Sign-Off Optional

If you prefer to bypass sign-off, grant all users sufficient permissions to self-approve improvements.

TAGS: intro   howto