Configure approval route to allow multiple approvers

Vera prevents approvers from approving more than one task in an approval route by default. You can configure route templates in the Approval Policy to allow a single approver to approve multiple pending tasks in the same approval route.

This configuration helps when you have approval routes with multiple levels where the same person needs to approve tasks at different stages of the workflow.

Configure the approval policy

To allow multiple approvals by the same approver, follow these steps:

  1. Access the administration area.

  2. Go to Policy Management. Then, select and download the Approval Policy file you want to modify.

  3. Open the approval policy file in a text editor and go to the approval template you want to modify.

  4. Set Allow Multi Task Approval to true.

    Example: In this Non-GxP Test Case route template, you update the approval policy following the steps described above:

    Copy 
    {
        "Name": "Non-GxP Test Case",
        "Rank": "3",
        "Record Types": [
            "qTest Test Case"
        ],
        "Levels": [
            {
                "Name": "Level 1",
                "Approvers": [
                    "Technical",
                    "Business"
                ]
            }
        ],
        "Constraints": [
            {
                "Type": "Field Is Equal",
                "Name": "Type",
                "Value": "Non-GxP",
                "Ignore Case": "true"
            }
        ],
        "Prevent Author Approval": "true",
        "Signatures Required": "true",
        "Allow Multi Task Approval": "true"
    }

  5. Save your changes.

  6. Upload the configured approval policy as a revision or new policy and select Import.

Note: You can configure Allow Multi Task Approval for any approval template in your policy.

What's next

Set up author email notifications to ensure approvers receive proper notifications for their approval tasks. You can also prevent author approval to maintain separation of duties in your approval processes.