'How to (conditionally) approve or reject a process?' and notifications.
The Engage Process Platform also features an approval module. This module is part of the Enterprise subscription. It allows you to have processes approved first, before it can be published.
Reviewing/approving a process is done in the Viewer by one or more users designated as ‘approvers’. The user receives an e-mail notification that a process is ready to be approved in the Viewer.
Where do I find processes presented for approval?
When a user starts the Viewer, the process to be approved will automatically open or, in case more than one process needs to be reviewed, the contents of the "folder" 'For approval' will be shown. If this does not happen, click on our logo at the top left and then click on 'For approval'. Here the user will find all processes that need to be approved.
How do I (conditionally) approve or reject a process?
Click on the name of the process you want to review under ‘For approval' in the main menu (click on our logo at the top left). The process will appear on the screen. At the very top, a blue bar is visible with a ‘Go to Approval’ button on the right. The following options will appear on the screen.
- Reject: you reject the process because the content is incorrect or incomplete.
- Conditional approval: you approve the process in principle, provided one or more minor adjustments are made. You then don't have to go through the approval process all over again. You now have to leave an explanation so that the process designers know what needs to be changed. This route is often used when small mistakes have been made, such as a language/typing error or a role that is linked incorrectly.
- Approve: you approve the process in its entirety. You can leave an explanation, but this is not mandatory.
Note!
When conditionally approving and rejecting, the process remains in the Viewer at ‘For approval'. You can always change your rating as long as the process has not yet been submitted for publication or is submitted for approval again.
Notifications
- Approvers receive an e-mail notification that something is ready for them to approve.
- After an approver's review, an email notification will also be sent to the process designer who submitted the process for approval.