Introduction
This guide provides a brief overview of how to configure approval flows for supplier-specific documents within Qarma. These documents are associated with individual suppliers and may require different levels of review. To learn more about what Supplier Documents are, please visit our support article.
Approval flow options
There are two options for managing the approval or activation of supplier documents:
- Review and Approval Required: The document must be reviewed and approved before it becomes active and visible on a supplier or production unit page.
- Immediate Activation: The document becomes active as soon as it is submitted.
If the review and approval option is selected, you must also assign a responsible party. This can either be an individual user or a group. You can configure this setting under the Documentation Approval section.
By default, documents require approval before activation. If this is not the desired behavior for your account, please contact Qarma Support to request a change.
Applying approval flows in Qarma
To apply an approval flow to an uploaded document, click on your name in the top-right corner of the Qarma interface and select “Documentation Approval” from the dropdown menu.
You will then be taken to a new section displaying all existing documentation types configured in your account. If you need to add new types, please reach out to Qarma Support at support@qarmainspect.com.
If you have the necessary permissions to set up approval flows, click the edit button next to the relevant documentation type.
A pop-up window will appear, allowing you to assign responsibility for the selected documentation type. You can designate either individual Qarma users or an entire group such as a document collection team or a country-specific group as the responsible party.
Now the responsible group or user will be notified by mail once there is a document that is pending approval.
