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Bulk editing policy approvals

Roles and permissions

The following object roles can bulk edit policy approvals:

  • Anyone 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 modify the policy 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.

pol-bulk-edit-approvals.png

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.svg

Status

Use the Status option to bulk edit the status of approvals with selected checkboxes. Displays only when at least one checkbox is selected.

  • Not started - The initial state of the approval 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 to the policy document being approved.

  • Cancelled - The policy approval workflow was cancelled prior to reaching the final Approved or Change requested state. Approvals are cancelled if the policy version being approved is returned to a Draft stage for further work.

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.

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