Establish Approval Routing
Explanation
Use this activity to create an approval process
and connect it to a document or a business object.
Approval steps for a business object or a document can be established by entering them manually or by
copying them from a predefined approval profile. Multiple approval profiles can
be copied to an object. If required, you can enable a
security checkpoint to authenticate the user before he approves the step.
Prerequisites
- The Approval Routing service must be enabled for a document or business
object in the Object Connections window.
- When creating a new step in the approval routing, the approver must
first be registered in the
Persons window.
- If an approval group is used, that group must first
be registered in the
Document Basic/Person Group tab.
- An approval profile must exist to enable the Copy Approval
Template command.
- A user must be connected to the person who should approve the step.
- For approval process e-mails to be sent, an event has to be created in
the New Event Action window. This function uses the email
address defined in the Create New User window.
System Effects
- If Copy Approval Template
is used, the approval steps in the profiles are appended to the
existing steps.
Window
Document Revision
Approvals
Risk Analysis Navigator
Related Window Descriptions
Document Revision
Document Revision/Approval
Document Revision/Development
Select Approval Template to Copy
Risk Analysis Navigator/Analysis
Controls/Approval Routing
Procedure
Use one of the following procedures to create or append your
approval steps.
Copying approval steps from a
profile to a document (Alternative 1):
- Query for a document in the
Document Revision window.
- Click the
Approval
tab.
- Right-click anywhere in the
table and click Copy Approval Template to open the
Select
Approval Template to Copy dialog box.
- In the Template field,
enter an approval template or use the List button to select a
template.
- Click OK to copy in the
selected approval template.
- Optionally, select/deselect the Security
Checkpoint Required check box.
- Click Save.
Copying approval steps from a
profile to a document (Alternative 2):
- Query for a document in the
Document Revision window.
- Click the
Development
tab.
- In the Approval
Template field, enter a template ID or use the List Of Values
to select
and enter a template ID.
- Click Save.
The steps from the selected approval profile are
copied to the
Approval tab of the document.
Entering approval steps for a business object:
- Open the business object in
its main window.
- Click the Attachments tab in the context pane.
- Click the Approval Process link.
- Right-click anywhere in the lower window and click New to open
the New Approval Routing dialog box.
Note: In some cases there is an Approval
Routing tab which can achieve the same purpose.- Enter a step number. If the approval routing has started
(one or more steps have been approved), the step number cannot be lower than the
latest
approved step.
- Enter a step description.
- Enter the person or group who will approve this step. Use the List of
Values, if required. Note: Entering values for both fields on the
same record is not allowed.
- Enter a note about the approval step, if required.
- Optionally, select the Security Checkpoint
Required check box to indicate that the user will need to authenticate
himself before approving this step.
- Click OK.
Copying approval steps from an
approval template to an object:
- Open the object in
its main window.
- Click the Attachments tab in the
context pane (the Attachment Panel).
- Click the Approval Process link.
- Right-click anywhere in the
Approval Process window and click Select Approval Template to open the
Select
Approval Template to Copy dialog box.
- In the Template field,
enter an approval template or use the List button to select a
template.
- Click OK to copy
in the selected approval template. You
can detach any unwanted steps that are copied, when you right click on the
step and click Detach.