Approval Workflow: From Draft to Binding Schedule
In Klacks, a schedule moves through clearly defined stages — so it's always unambiguous what the team can rely on.
How it works
The schedule passes through four stages:
- Draft — the working phase: everything can still change
- Confirmed — the schedule is settled on the planning side; changes only happen in a controlled way
- Approved — the responsible authority has signed off
- Closed — the schedule is sealed and binding for operations; the accounting settlement runs separately via Period Closing
Each stage locks editing accordingly: once something is approved, nobody changes it accidentally with drag & drop. Who may set which stage is clearly defined:
- Confirming can be done by any logged-in person.
- Approving (and revoking an approval) requires the Supervisor or Admin role — scoped per day and group.
- Closing a period (and later reopening it) is reserved exclusively for Admin.
Good to know
- The locks apply everywhere — Auto-Planning: One Click, the Rest Runs in the Background and Klacksy respect the approval status too.
- Short-notice changes after approval (sick calls!) run as deliberate, traceable corrections, not as silent replanning.
- For the accounting close of a month there is additionally Period Closing.
Try it yourself: Klacks Playground — login admin@test.com / P@ssw0rt1, data resets daily.