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Work Instruction Approval Automation

Automate your approval process

Keep it simple icon
We found when trying to get a new set of work instructions approved that one of the signatories was not available to sign them off. The instructions would sit on the desk waiting for the person to return. Streamliner makes the approval process very simple with electronic work instructions. Once you have set up the list of approvers when the part is submitted for approval each of these will receive a notification that their approval is required. Once all the required approvals have been made you, as the editor, will receive a notification to make the updates live.

Set up approvers

In order to provide you with sufficient flexibility with your work instructions Streamliner contains two methods for creating electronic part approvers. The first is to create a set of default approvers. These default approvers will be added as approvers for every new part you create. The second method to create part approvers is to add approvers to the part itself. These approvers will only be required to approve the part that you have assigned them to.

The approval process

We have provided some additional approval features which can be turned on or off as required. The first of these is an administrator override. This can be used in the situation where a required approver is not available (e.g. on holiday) but their approval on an urgent work instruction update is required. The administrator can log on and override the required approver, approving it in their own name instead.


The second of these features is a retraining override. When instructions are modified there is a need for retraining, however it may occasionally be the case that the update was to correct something minor, such as a spelling mistake. In this situation (where an instruction hasn't been added or removed, only modified) the editor can untick the requirement for retraining on that work station. These features can easily be turned on or off.

To find out more about Streamliner or to book a demo then do get in touch. To read about more of our top features see below.

Streamliner features

Create on the go

Create on the go icon

Add your instructions on a mobile device as you go, using the device's camera to add photos and videos directly into your instructions.

Clearer communication

Clearer communication icon

Communicate more effectively with your operators using pictures and videos, in turn this will improve quality and reduce errors.

Keep it simple

Keep it simple icon

The system has been designed with simplicity in mind; in a world of clutter it helps your operators to focus on what is important.

Training management

Training management icon

Manage training across all departments and documents in one place, you can easily spot the training gaps and ensure training is up-to-date.

Increase feedback

Increase feedback icon

Your operators can request a change to the instructions which helps you continually improve your processes and quality whilst increasing user buy-in.

Automate approvals

Automate approvals icon

Simply submit the instructions for approval and the system will handle the rest for you - save time and energy by automating your approval process.

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