Workflows - Approval component
Note
This option pertains to the Hyperproof TPRM product line.
The Approval component is designed for multi-step approval workflows, offering dynamic configurations, role-based permissions, and interaction capabilities. It allows approvers to respond to steps, view detailed reviews, and resolve conflicts efficiently. See Configuring workflow components.
Key features include:
Optional comments during approval
When you select any response to an approval step, such as Approve or Reject, a comment window displays, allowing you to add an optional comment linked to your response.
Comments are not required.
If a comment is added, it is stored with the response to the approval step.
Approval responses - As an approver, you can respond to each approval step with one of the following:
Approve
Reject
Preliminary Approval
Approval with Exceptions
Review details - Each approval step contains a Review Details button that opens a detailed review window where:
You can view the review steps summary.
Conflicts and their underlying reasons are clearly presented.
You can add remarks or resolve conflicts based on the details provided.
Progressive approval completion
Approvers must respond to all approval steps individually.
A row button is displayed for each step, allowing actions to be performed only for that step.
Actions are enabled sequentially or based on dependency rules until all steps are completed.
Role-based permissions
Only the designated approver can respond to the approval steps.
All other users have view-only access to the details.
Completion behavior - When all approval steps are completed:
The Withdraw button is removed from the footer.
Approvers can no longer modify their responses.
The workflow transitions to the next stage automatically.
Withdraw functionality - Before completing all steps, approvers can withdraw their approval. If approval is withdrawn:
All responses for the approval steps are cleared.
Approvers are redirected to the previous component for review.
Confirmation before submission - You are prompted with a confirmation window the first time you access the approval component. Options include:
Clicking Cancel redirects you to the previous workflow component.
Clicking Submit keeps you in the approval component.
Sidebar conversations
The conversation sidebar enables collaboration.
You can tag others for questions, provide clarification, or seek help regarding the approval steps.
Approval component workflow
Adding comments for approval responses
After an approver selects an approval response, such as Approved or Rejected, a confirmation window displays with the following options:
Text area - Add any optional comments in this area.
Confirmation buttons - Confirm or cancel your approval response.
Comments are saved only if you confirm your approval response.
If a comment is provided, it is linked to the corresponding approval response for auditing and reference purposes.
Reviewing approval response details
Clicking the Review Details button opens a detailed summary for that approval step. Summary includes:
Completed review steps.
Conflict resolution details, if applicable.
Options for providing further input or resolving conflicts
Users are required to address the conflicts or confirm review details before proceeding to the next step.
Approval responses
Approval responses (Approve, Reject, Preliminary Approval, Approval with Exceptions) are enabled for designated approvers only.
Sequential or dependency-based progression is enforced through row buttons.
Validation and completion
Users must respond to all steps before proceeding.
When all steps are completed:
The Withdraw button is disabled.
Approvers can't modify their responses.
The approval component automatically transitions to the next workflow step.