送审工作流中的依序审批和平行审批有什么区别？

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答案

2018 年 1 月，Procore 部署了新的送审工作流模型，以便允许用户更灵活地设置送审的审批路径。此部署完成后，新模型可防止对“送审”工具拥有“管理员”级别权限的项目用户必须专门配置该工具以使用依序审批或平行审批。所有 Procore 账户都已实施新的送审工作流表，可允许你的用户创建和编辑使用依序、平行或这两种审批模型组合的送审：

依序审批步骤
平行审批步骤
合并依序审批和平行审批步骤

示例

依序审批步骤

如果希望送审工作流使用依序审批，只需向工作流中的每个明细项添加一 (1) 名用户。你可以将多个明细项添加到工作流中，Procore 将按顺序处理每个明细项。以下示例展示了如何创建依序审批工作流，该工作流包含一 (1) 个明细项，总共包含四 (4) 名审核人。

平行审批步骤

如果你想对送审使用平行审批，请将两 (2) 人或更多人添加到明细项中。你可以将多个明细项添加到工作流中，Procore 将按顺序处理每个明细项。以下示例向你展示了如何创建平行审批者组。注意：使用平行审批时，审批者角色是唯一可用的角色。无法选择送审者角色。

合并依序审批和平行审批步骤

如果希望送审工作流中的某个步骤使用依序审批，只需向工作流中的每个明细项添加一 (1) 名用户。你可以向工作流添加多个步骤，Procore 将按顺序处理每个明细步骤。如果希望新送审工作流中的步骤使用平行审批，只需向该步骤添加两 (2) 名或更多用户即可。在以下示例中，有三 (3) 个依序审批步骤，但第三个步骤有两 (2) 名平行用户。平行处理某个步骤时，除非用户被标记为“必填”答复人，否则小组的所有成员必须在后续行动者责任转移到下一步之前提交答复。

详细信息

Under Submittal Workflow, do the following for each desired line item in the submittal:
- Name. Start typing a project user's name in the Search box. Then select the appropriate user from the list.
  - If you want to require a response from the user, place a mark in the checkbox next to their name.
    OR
  - If you do NOT want to require a response from the user, remove the mark from the checkbox.
    Note: If you are adding more than one user to a parallel approval workflow group, the Ball In Court Responsibility will shift to the next workflow group after all of the people marked required in the group submit a response to the submittal.
- Role. Select Approver or Submitter from the list. See What is the difference between a submitter and approver in submittals?
  Notes:
  - To be designated as an approver, the person must exist in the Project level Directory tool (see Add a User Account to the Project Directory) and must also be granted 'Admin' or 'Standard' level permissions to the Submittals tool (see Set User Permissions for the Submittals Tool).
  - If you are a user with 'Standard' level permissions to the Submittals tool, you can only add users with 'Admin' level permissions to the workflow.
  - If you plan to add a Submitter to the submittal, we recommend that you designate a Submittal Manager as the first approver in the submittal's sequential approval workflow. This gives the Submittal Manager an opportunity to ensure the submittal is thoroughly reviewed by your internal stakeholder before it is sent to the users in the next step on the submittal workflow.
  - If you are a user with 'Admin' level permissions to the Submittals tool, you can add users with either 'Admin' or 'Standard' level permissions to the workflow.
    Note: If you want the submittal workflow to use sequential approval, add only one user to each line item in the workflow. If you want a step in the submittal workflow to use parallel approval, add two or more users to a line item.
- Due Date. Select a date from the calendar for the submittal response to be due.
  Note: The 'Due Date' field is automatically populated based on the default number of days specified on the Submittals tool's Configure Settings page. See Configure Settings: Submittals Tool. The due date also respects which days are set as 'working days' for the project. See Set Project Working Days.
Click Add Step.
Repeat these steps to add another user to the workflow.
If you want to change the order of the workflow steps, do the following:
1. Grab the line item by the vertical grip (⋮⋮).
2. Use a drag-and-drop operation to move the line item into the desired order.