Approve Approval Step
Explanation
Use this activity to approve the selected approval process step on a
document.
Prerequisites
- The document revision must have the status Approval in Progress.
- The approval process cannot contain any steps with an approval status of
Rejected.
- To approve a step, you must be the person registered in the Person ID
field, or a member of the group registered in the Group ID field. In
addition, any user that has been set as a Docman Administrator can approve
any step on document revisions.
System Effects
- The current approval step is set to Approved and the next step is
available for approval.
- When the last person/person within a group on a step approves the
document, the Event Server will notify automatically all users at the next
step if the event is enabled.
- Upon completion of the document's approval routing, the user who
created the document is automatically notified through the Event Server
(assuming the event is enabled).
- The automatic notification requires that the events
APPROVAL_ROUTE_COMPLETE and STEP_READY_FOR_APPROVAL have been configured in
the Event Registry, that IFS/Event Server is running on the server, and that
the recipient user is logged on to the network system. The method of
notification is configured for each event from the Event Registry.
- If the Security Checkpoint Required check box has been selected
for the particular step, the user will have to authenticate their login
before he can approve the step. When approving multiple approval steps using
the Approvals
window, if a security checkpoint is added for more than one selected
document step, the authorization request dialog will appear only once.
(Still not supported in IFS Aurena client)
Related Window Descriptions
Document Details/Approval
My Document Approvals
Procedure
Use one of the following procedures to approve a step.
My Document Approvals:
- Open
My Document Approvals window.
You will see the next step ready to be approve by you in the approval sequence for each
document in
this window.
- In the Unattended group select a document.
- Click Approve.
Note: It is possible to approve multiple
approval steps using the
My Document Approvals window in the List mode.
Documents:
- Open the
Document Detail window and search for a document.
- Click the Approval tab.
- Right-click and click Approve Step.