---
title: "Workflow - Approval Process"
url: "https://psychometric-help.examroom.ai/en/article/workflow-approval-process"
language: "en"
last_updated: "2025-09-15T13:20:45.488Z"
---

# Workflow - Approval Process

To add a new workflow for approving items, perform these steps.

1.  Click **Settings** icon and navigate through the settings popup.
2.  Click **Workflow** under Customization section.   
      
    ![](https://cdn-assets.productfruits.com/dda17b6f-d4c7-4b17-8dbf-8c3788a5bd09)  
3.  View the Workflow Management page and click **Add** **New** **Workflow**.   
      
    ![](https://cdn-assets.productfruits.com/697f1a1a-e92e-4f32-8fff-d2a9d02fac1e)  
4.  View the **Add** **New** **Workflow** details displayed. The following is the information displayed on the Add Workflow page.
    1.  **Manual** **Build**: The process of building a workflow manually, a preview of it is also simultaneously seen.
        -   **Approval** **Process**: This process can be used if there is a need to set up the rules for the approval process by the pre-defined role and user.
    2.  **Template**: Provides a sample preview. – **Coming** **Soon**
5.  Select **Approval** **Process** to create a workflow for approval. In the preview, a template diagram is displayed.
6.  Click **Next** to start the Approval Process Workflow.   
      
    ![](https://cdn-assets.productfruits.com/46bb1cfd-e1fb-436d-ba73-9294ba22507f)  
7.  Click **Enter** **General** **Details** and provide **Enter** **Workflow** **Name**, **Org/Ref**. **ID**, **Enter** **Workflow** **Description**, and **Choose** **the** **Program**.
8.  Choose **Module** from the dropdown and click Save.   
      
    ![](https://cdn-assets.productfruits.com/f7ff84a3-85c9-4552-9583-09c588179d82)  
9.  Click the + icon below the Edit General Details section to add additional information.   
      
    ![](https://cdn-assets.productfruits.com/df2bfadc-dac7-47ca-959f-04d53dda486b)  
10.  Select **Role** from the dropdown.   
     **Note**: *Based on selected role, the system displays the user list.*
11.  Select **User** from the dropdown.   
       
     ![](https://cdn-assets.productfruits.com/d69539db-11d1-4a7b-9caa-3332667fa894)  
12.  Click **Save** to view the workflow created and its graphical representation.   
       
     ![](https://cdn-assets.productfruits.com/651b403a-22e6-4bce-a5fb-75b7ef3ad657)  
13.  Click **Actions** to Edit, Clone, Move, or Delete and make changes.   
     **Note**: *The Move option should be displayed if there is more than one stage*.   
       
     ![](https://cdn-assets.productfruits.com/ea2cea4e-4c37-4ac4-a085-ccbf19686675)  
14.  Click **Save** **Workflow**.