Plan Approvers

Overview

The Plan Approver feature builds upon existing plan management by adding a formal approval workflow. When enabled, plans cannot be released for production until they receive approval from designated cross-functional team members. This ensures all stakeholders have reviewed and signed off on plans before they enter production.
This additional approval step enhances transparency and accountability throughout the organization. By requiring cross-functional approvals, teams can maintain better control over their manufacturing and receiving processes while creating a comprehensive audit trail of who approved each plan and when.

Step 1: Access System Settings

Navigate to the Settings page from the main navigation menu.

Step 2: Configure Number of Approvers

1. Scroll down to the Plan Settings section
2. Locate the following fields:
   • # Mfg. Plan Approvers - Set the number of approvers required for Manufacturing plans
   • # Rec. Plan Approvers - Set the number of approvers required for Receiving plans (if applicable)
3. Enter the desired number of approvers for each plan type
4. Click Save at the bottom of the page to apply changes.

Step 3: Create a Manufacturing Plan

1. Click the Plans button in the main navigation
2. Select Create New Plan to begin creating your manufacturing plan
3. Complete all required plan details and ensure that the latest drawings are being used

Step 4: Assign Approvers to the Plan

1. Once the plan is created, navigate to the Manage tab within the plan

   

2. The system will display approver fields based on the number configured in Step 2
3. Select the appropriate approver(s) from the dropdown menus
   • Approvers must be active users in your organization with the Manage Plans permission.
   • Approvers CANNOT be the user which created the Draft Version on the plan.

4. Click Save to assign the selected approvers

   

   Step 5: Monitor Approval Status

After assigning approvers, the plan status automatically changes to "Pending Approval" (displayed in blue). Click Save button in the bottom

Step 6: Plan Approval Process

1. Selected approvers receive notifications about pending plan approvals
2. Approvers log into 1factory and navigate to the plan requiring approval
3. After reviewing and approving, the plan status changes from blue to green, indicating "Approved".

Step 7: Release the Approved Plan

1. Once all required approvals are obtained, click the Release button
2. Depending on your organization's configuration, you may need to provide an e-signature
3. Click Save to complete the release process

Contact your 1factory representative at [e-mail] for additional assistance