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Update, manage, or remove approval stages

How to update approval titles and declarations, reorder approval stages, and remove approval stages.

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Written by Onetrace
Updated today

Approval stages are built into your organisation’s QA process. These may need updating to meet new regulations or client requirements. With Onetrace, you can adjust approval stages even while a project is live - whether that means changing the specified approver, adding another stage, or updating the approval declaration.


Update, manage, or remove approval stages

How to update, manage, or remove approval stages:

  1. Select the project where you would like to update the approval stages

  2. Head to Project Setup in the top right-hand corner

  3. Select Approvals from the dropdown

  4. Update an approval stage title or declaration:

    1. Click the approval stage you would like to update the title or declaration

    2. Make any changes needed

    3. Click Save Changes to push the updates live to approvals

  5. Add or remove an approver:

    1. Select which approval stage you would like to update

    2. Choose which members can sign from the dropdown

    3. Select the member or guest from the list. If you cannot see the member or guest, they will need to be invited to Onetrace, or if a guest has been invited to Onetrace, they will also need to be invited to the project.

  6. To change the order of approval stages:

    1. Click Reorder in the right-hand corner of the Approval Stages section

    2. Select the six dots next to the approval stage name

    3. Drag and drop the approval stage to move it to the correct order

    4. Click Save Changes to push the updated order live

  7. Delete an approval stage:

    1. Hover over the approval stage you would like to delete

    2. A bin icon will appear

    3. Click the bin icon to delete the stage

    4. Confirm the deletion when the modal appears

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