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.