Approve Approval Step
Explanation
This activity is used to approve the selected approval process step. This approval can be performed on documents
and business objects. This can be performed in Approvals page, Document
Revision page, Risk Analysis Navigator and Attachment
panel of a business object.
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 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, if a security checkpoint is added for more than one selected document step, the authorization
request dialog will appear only once.
- In order for the security checkpoint process to be successfully enabled, global configuration needs to be
done. Refer to Configure Security
Checkpoints for Approval Process to enable security checkpoints globally.
- When the final step is approved, IFS/Event Server can automatically notify all users on the next step.
- When the object's approval routing is completed, the user who created the object can be notified
automatically.