Initiating a policy approval
Roles and permissions
The following roles can initiate 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 on the due date, and every 7 days the approval is past due.
To configure an approval:
From the left menu, select Policies.
Select the policy that requires approval.
The Details tab displays.
Select the Versions tab.
Click the View drop-down and select the policy version that requires approval.
Verify that the correct copy of the policy document is displayed. If it is not, refresh the document as follows:
If LiveSync is toggled on, click Sync now to force an update to the latest version.
If LiveSync is toggled off or is not an available option, click +Replace file and manually upload the latest version. For upload instructions, see Adding a policy document.
Click the Stage drop-down and select Approval.
The Request approval window displays.
Edit the Summary for the approval request. This field is automatically filled in with the policy name and version ID, but you may need to include additional information.
Enter a Description. This field is optional.
Select a Due date. Approvers receive a notification when the task is created, on the due date, and every 7 days after the due date.
The default Assignee is the user who initiated the approval. This person is not an approver but manages the approval process for this policy document. Select a different Assignee if necessary.
Select one or more Approvers. Approvers must be Hyperproof users not Contacts. These users aren't required to be members of the policy. If approvers exist on the current Effective version, the Approvers list defaults to that list of approvers.
Click Create.
The Approval ID for the parent approval work item displays on the Version tab, and the parent work item displays on the Approval tab. It is marked by a dotted outline.
To view approvals, select the Approvals tab for the policy or click the Approval ID on the Versions tab.