Approve Approval Step
Explanation
This activity used to approve the selected approval process step on a document.
This can be performed in My Document Approvals and
Document Detail pages. Each approval step can have
one or more registered persons or groups who will approve or reject the step.
This means that you can have parallel approval routings with several person
groups able to simultaneously approve an object. Steps must be approved in sequence.
A step cannot be approved or rejected if a prior step is awaiting approval (or
if that step has been rejected)
Use the page My Document Approvals to view document
approval steps that is ready to be approved by the logged in user which is directly
assigned to him or assigned to a person group he is included. You can approve
or reject an approval step. To open the selected document in the
Document Details window,
click Details. The documents are displayed in two groups. Unattended
group, shows the documents approval steps awaiting your approval. Rejected
group, shows the document approvals that you have referred and rejected.
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 document,
the Event Server will notify automatically all users at the next step if
the event is enabled.
- Upon completion of the document's approval routing, the user who created
the document 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.
- If the Security Checkpoint Required option
has been enabled 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
page, if a security checkpoint is added for more than one selected
document step, the authorization request dialog will appear only once.