Create approval workflows

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In the Autodesk Construction Cloud, the Reviews tool facilitates and automates the distribution of project files to project members,

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streamlining the feedback and approval process.

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Using this tool, project administrators can create, edit, and manage approval workflows to enable the review process for project files.

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To create an approval workflow, as a project administrator,

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begin in the Autodesk Construction Cloud with your project open in Docs.

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In the navigation panel, select Reviews, then click Settings.

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Click Create approval workflow.

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In the corresponding dialog, expand the drop-down to select an approval workflow template.

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Here, you can choose a one- to six-step approval, or a two- to four-step group approval.

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This selection determines the number of approval steps,

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as well as whether a single review or a group of reviews is required to move from one step to the next.

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In this example, select Three Step Approval.

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As explained in the dialog, this workflow routes the files through two review steps and an approval step,

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then allows you to choose a destination folder for the approved files.

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Click Next.

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On the Create an approval workflow form, first, type a Name, such as “Region Review”, and optionally, add a Description.

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Click in the Initiator field.

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Then, in the Select members dialog, choose one or multiple initiators to determine who can use this template to start a review.

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Click Save.

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Based on the template you chose, a Reviewer Type of Single reviewer indicates that only one reviewer needs to complete a review

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before moving to the next step.

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Click in the Reviewers field and select the reviewers for this step.

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Click Save.

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Next, in the Time allowed section, specify the length of time allowed for each step—in this case, 3 Calendar days.

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Repeat these steps to set the reviewers and review time for your second review step and for your Approver step.

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In the File review status section, you can set your status labels and icons—here, keep the defaults.

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Next, in the Action upon completion section, determine what happens when files are approved.

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In this example, select Copy approved files to.

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Then, in the Select a folder dialog, navigate to the desired location.

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Click OK.

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Back on the Create an approval workflow form, click Save.

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This approval workflow is saved and available for use.

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Creating approval workflows allows you to automate and streamline the review and approval process for your project files.