Creating workflow-based approvals with Jira Automation

In this tutorial, you'll learn how to use Jira Automation to create workflow-based approvals, so that you can capture audit-ready approvals, without the overhead of electronic signatures. This can be especially helpful for implementing approvals on intermediate workflow steps prior to the final closure (w/ signatures) of an item.

Disclaimer: This strategy is not intended to replace electronic signatures in all scenarios. Electronic signatures are explicitly required by regulation on some types of records. (For example, design records maintained under 21 CFR Part 820.)

Related episodes:

#jiracloud #jiraautomation #electronicapprovals #gxp #lifesciences #lifescience #jiraadmin #compliance #jira

Contents:
00:00 - Introduction
00:14 - Demo
00:41 - Audit Readiness
02:38 - Configurations - Custom Fields
03:16 - Configurations - Workflow
04:02 - Configurations - Automation
04:22 - Automation Rule #1
05:24 - Automation Rule #2
06:37 - Wrap-up

[agile-innovations]

BTW...If this video was helpful and you're FDA-regulated, then you'll also like my free Part 11 trace matrix for Jira Cloud:

[geoffreybagot]

Interesting video. Thank you. I noticed a Sub-status field in the issue. The Sub-status field is a custom field? Thanks.

[DakotaKiss-sr]

Great tutorial! Thank you. I noticed when you transitioned the Story to 'Ready to Test', it added an "Update Story" flag to the right of the status dropdown. How did you do that?