Bulk editing policy approvals
Roles and permissions
The following roles can bulk edit policy approvals:
Administrators with manager or contributor permissions for the policy.
Compliance managers with manager permissions for the approval.
Users with manager permissions for the approval.
Limited access user with manager permissions for the approval.
Note
When a user is added as a policy approver, that user is added automatically to the policy membership with viewer permissions and to the approval with contributor permissions. An Administrator can modifypolicy the approver's permissions on the policy and the approval if necessary.
Using the bulk options on the policy Approvals tab or the Work items > Approvals tab you can modify one or more policy approvals. If you select policies where you don't have the correct permissions, the bulk actions are grayed out. See Understanding the policy approvals tab for information on other approval fields and options.
Policy bulk actions include:
Option | Definition |
|---|---|
Clear | The Clear menu option clears any checkboxes you have selected on the Grid view. Displays only when at least one checkbox is selected. |
 Status | Use the Status option to bulk edit the status of approvals with selected checkboxes. Displays only when at least one checkbox is selected. |
Due date | Use the Due date option to bulk edit the due date for selected approvals. |
Assignee | Use the Assignee option to bulk edit the assignee for selected approvals. If the approvals displayed and selected are parent approvals, this option updates the owner of the approval. If the approvals displayed and selected are child approvals, this option updates the assignee or approver. |