1.3 Adding Template Steps

Step 1: Select ‘Add Step’

Step 2: Add step name

Step 3: Add description

Step 4: Select step type – This will always be form unless linking to the recipe tool or product check manager. If creating a step to create a recipe then linked tool ingredient mix will be selected. 

Step 5: Add allocated hours allowed to complete and approve a step

Step 6: Select if this step is internal for the business Y/N

If no, users who are external to the business can be added to complete this step

Step 7: Select is internal approvers will be used Y/N

If no, users who are external to the business can be added to approve this step

Step 8: Select approval type: 

Any select user: If several users are assigned to approve a step, this option will allow any one of the users to mark it as approved

All selected users: If several users are assigned to approve a step, this option will allow mean all users must mark the step as approved to proceed 

Step 9: Save