Configuring a policy approval
Roles and permissions
The following roles can configure approvals:
Administrators with manager permissions for the policy
Compliance managers with manager permissions for the policy
Users with manager permissions for the policy
When you are ready to submit a policy document for approval, you can configure an approval request and assign approval tasks to one or more approvers. Approvers must be Hyperproof users and able to log in to Hyperproof to complete their approval tasks. When approval tasks are created, Hyperproof sends a notification to each approver containing a link to their task and the due date. Additional notifications are sent to approvers with outstanding approvals 7, 3, and 1 days from the approval due date, and every day the approval is past due.
To configure an approval:
From the left menu, select Policies.
Select the policy that requires approval.
Select the Versions tab.
Click the Version drop-down and select the policy version that requires approval.
Click the Stage drop-down and select Approval.
The Request approval window displays.
Enter a Summary for the approval request. This field is automatically populated with the policy version, but you may need to include additional information, such as the policy name, to distinguish the approval task from other approvals.
Enter a Description. This field is optional.
Select a Due date.
Select an Assignee. This person is not an approver but manages the approval process for this policy document.
Select one or more Approvers. Approvers must be Hyperproof users not Contacts.
Click Create.
To view approvals, select the Approvals tab for the policy or click the Approval ID on the Versions tab.