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Managing a policy approval

Roles and permissions

The following roles can manage approvals:

  • Administrators with manager permissions for the policy.

  • Compliance managers with manager permissions for the policy.

  • Users with manager permissions for the policy.

The owner or manager of the policy, who launches the approval process, must monitor the status of the approval and remind approvers to complete their work.

Monitoring approval status

Once the approval has begun, policy managers can monitor task progress and take action based on the approval state. There are several places inside the policy record to monitor status.

On the policy Details tab, the Create / Review section has the following information:

  • Approval due date

  • Approvers - Contains a facepile of the approvers

  • Approval ID - Link to the parent approval work item

  • % complete progress bar

  • Approval state - States include:

    • Not started

    • In progress

    • Approved

    • Change Requested

See Editing policy details for more field-level information.

On the Versions tab, when the policy version in the Approval state is selected, the following information is displayed:

  • Approval ID - Link to the parent approval work item

  • Approval state - States include:

    • Not started

    • In progress

    • Approved

    • Change Requested

Reviewing the parent approval work item for a policy

To view the parent approval work item, click the Approval ID on the Details tab or Versions tab. The parent work item's status indicates the overall status of the workflow.

  • Not started - The initial state of the work item before any work has started.

  • In progress - Indicates that at least one person has approved the policy document for the selected version.

  • Approved - All approvers have approved the policy document for the selected version.

  • Change requested - Indicates that at least one approver has requested a change.

  • Cancelled - The approval workflow was cancelled prior to reaching the Approved or Change requested state.

In addition, the parent work item includes a list of the approvers and the status of each approval. Click the ID of an individual approval work item to see the approver's response and any related comments.

You can send a reminder notification to an approver by opening the approval work item and @mentioning the approver in the comments section.

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