Requiring Mandatory Approvers and Comments

Objective: To increase visibility and speed up progression on Change Orders by setting mandatory approver lists and comments.

Difficulty: Easy

In this article:

1. How to require Change Order approvers
2. How to enable mandatory comments
3. How to use mandatory comments

The Change Order Mandatory Approvers feature removes inconsistencies in workflows to reduce mistakes and increase accountability across your growing team. Built on top of the existing Change Order Templates, team administrators can now set specific users to be automatically added to the approvers list based on a set of rules. Once applied, these approvers cannot be removed except by Duro Admins. Admins can select different approvers based on the type of Change Order (ECO, MCO, DCO) and Status values (Prototype, Production), giving a lot of flexibility and control to enforce consistency.

When submitting Change Orders, the functionality to leave comments apart from status change comments may be required by your organization. This capability is enabled for your convenience when you approve, reject, or close a Change Order. Requested alterations to the Change Order, suggestions for improvements, or information requests can all be easily submitted via this commenting feature.

How to require Change Order approvers

Site administrators need to be able to select certain users to serve as mandatory approvers for Change Order of a certain type (ECO, MCO, DCO) and a certain component status (Prototype, Production). Similarly, users need to be able to set mandatory approvers based on the type of Change Order and component lifecycle status.

Follow the directions below to require approvers for Change Orders:

1. Log into your Duro account and click on your avatar in the top-right corner.
2. Select Account settings.
3. In the left navigation, choose Configuration. 
4. Ensure that the Mandatory Approver Templates toggle is on.
5. The Setup button in this section will then be unlocked. Click on Setup.*
6. You will be shown the six possible roles that an approver can hold. The three types of Change Orders are ECO, MCO, and DCO. The two types of statuses are Prototype and Production. The modal is shown in the image below.
   
   
   
   
7. Each option contains a dropdown menu; click on Select template to view your options. If you haven't created any templates yet, then the dropdown will display the note "No templates present." The text "Create approver template" is hyperlinked to the webpage where you can build your own approver list. If you do have available approver templates, it will display all preassembled lists for you to chose from. This is the same view you would see as if you were inside a Change Order.
8. The eyeball icon located between the status level and the template dropdown will show you the approver list for each QA team.
9. When you're done, click on Save.

Note: Once you've selected mandatory approvers, the button that previously read Setup will now read Edit.

How to enable mandatory comments

This feature is available for users at the Admin level to toggle or off. For non-admin users, the lock will be closed and the toggle will be unavailable to change. To enable mandatory comments for Change Orders, please follow the below steps. 

1. Log into your Duro account and click on your avatar in the top-right corner.
2. Select Account settings.
3. In the left navigation, choose Configuration. 
4. Ensure that the Mandatory Comments toggle is on.

How to use mandatory comments

Please follow the below directions to take advantage of the mandatory comments feature:

1. Log into your Duro account.
2. Open up an existing CO by clicking on Change Orders in the left navigation, then select a Change Order from your library to review.
3. Select either Approve, Reject, or Close.
4. If you select Approve, a comment module titled "You are Approving this Change Order" will populate on your screen. 
5. If you select Reject, a comment module titled "You are Rejecting this Change Order" will populate on your screen.
6. If you select Close, a comment module titled "You are Closing this Change Order" will populate on your screen.
7. The button to approve, reject, or close the Change Order will be grayed out until you add a comment of at least 15 characters in both scenarios.
8. Once you have entered a comment, you will be allowed to approve, reject, or close the Change Order.

Note: If you delete the comment in the module, the action to approve, deny, or close the Change Order will again be disabled.