Approve Approval Step
Explanation
Use this activity to approve the selected
approval process step. This approval can be performed on documents and business
objects.
Prerequisites
- The document revision must have the status Approval in Progress.
- The approval process cannot contain any steps
with an approval status of Rejected.
- To approve a step, you must be the person registered in the Person ID
field, or a member of the group registered
in the Group ID field. In addition, any user that has been set as a Docman Administrator can approve any step on document revisions.
System Effects
- The current approval step is set to Approved and the next step is
available for approval.
- When the last person/person within a group on a step approves the object,
the Event Server will notify automatically all users at the next step if the
event is enabled.
- Upon completion of the business object's approval routing, the user who
created the object is automatically notified through the Event Server
(assuming the event is enabled).
- The automatic notification requires that the
events APPROVAL_ROUTE_COMPLETE and STEP_READY_FOR_APPROVAL have been
configured in the Event Registry, that IFS/Event Server is running on the
server, and that the recipient user is logged on to the network system. The
method of notification is configured for each event from the Event Registry.
- It is not possible to delete a step that has been approved unless the
approval on the whole risk analysis is cancelled first.
- If the Security Checkpoint Required check box has been selected
for the particular step, the user will have to authenticate their login
before he can approve the step. When approving
multiple approval steps using the Approvals window,
if a security checkpoint is added for
more than one selected document step, the authorization request dialog will
appear only once.
Window
Document
Revision
Approvals
Risk Analysis Navigator
Related Window Descriptions
Document Revision/Approval
Approvals
Risk Analysis Navigator/Analysis
Controls/Approval Routing
Procedure
Use one of the following procedures to approve a step.
Attachment Panel/Approval Process window:
- Select a business object that has an attached
approval routing.
- Click the Attachments tab in the
context pane (the Attachment Panel).
- Click the Approval Process link.
- Select an approval step (the next step in the
approval sequence),
right-click, and then click Approve.
Approvals window - Documents or Business
Objects:
- Open and populate the
Approvals window. You will see the next step in the approval
sequence for each object in this window.
- Select a business object.
- Right-click and click Approve Step.
Note:
It is possible to approve multiple approval steps using
the
Approvals window.
Documents:
- Open the Document Revision window and search for a document.
- Click the Approval tab. If the document has redlining,
check for comments and view them from the
General tab. Add your
own comments by right-clicking, pointing to Comment, and clicking
Edit.
- Right-click and click Approve Step.
Risks:
- Open the Risk Analysis Navigator window and query for the required risk
analysis.
- Click on the Analysis Controls tab and then on the
Approval Routing tab.
- Select a step and right click, and then click Approve Step.