Workflow Stages

Request workflow stages, along with the actions that move a request to a different stage, are shown in the following diagram.


request approval stages

Requests move through four stages: Submit, Approve, Commit, and Closed. The Approve and Commit stages are optional stages that can be enabled by creating approval and commit policies. See Configuring Policies.

The following table describes the tasks that can be performed in each workflow stage.

Request Stage Task See

Submit

Create requests

Add, update, delete request items

Making Changes Using Requests

Add comments and attachments

Working with Request Comments

Attaching a File to a Request

Assign, collaborate, submit, and delete requests

Assigning a Request

Collaborating on a Request

Submitting a Request

Opening and Deleting Draft Requests

Approve

Approvers are invited to approve submitted requests

Workflow Notifications

Approve, enrich, push back, recall (request submitter only) or reject requests

Approving a Request

Enriching a Request

Pushing Back a Request

Recalling a Request

Rejecting a Request

Add comments and attachments (whether approving, pushing back, or rejecting a request)

Working with Request Comments

Attaching a File to a Request

Commit

Committers are invited to commit approved requests

Workflow Notifications

Commit, reject, recall (request submitter only) or push back requests

Committing a Request

Rejecting a Request

Recalling a Request

Pushing Back a Request

Closed

View request history

Inspecting Requests

About Application Blockout Periods

An application Owner or Metadata Manager may set up a blockout period on an application during which requests are held and not applied to the active view until the blockout period is over. This blockout period occurs just before the Closed stage, and all requests are held in "Blocked" status until the blockout period ends. When the blockout period is over, all blocked requests are validated and either completed and closed if there are no validation errors, or returned to the workflow if there are validation errors.