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Approving Change Requests

When a Change Request is ready for approval, export it to a document format and upload it to the Documents app.  In the Documents app, select the Approval Tab in the Properties Pane, and click Add Approval.  As illustrated below, give the Approval a name, select the version of the document, and assign the appropriate approvers.

 

 

 

Once the approval process is initiated, all designated approvers will be notified by email and may then review the materials and either approve, reject, or defer an action.  These actions simply require clicking on the appropriate icons at the bottom of the approval list, as illustrated below.

Based on the approvals, the user that created the approval then decides on the final status of the approval.  The Final Status may be approved or rejected or neither,  to indicate no decision yet has been made.  To select the Final Status simply click the Approve or Reject icon at the bottom.

 

 

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