1. User's Guide
  2. Using Process Management
  3. Submitting Process Units

Submitting Process Units

You submit a process unit to indicate that it is ready for approval. To submit a process unit for approval, you must be assigned the Submitter security role and All or Promote access rights. If you are assigned the Submitter security role, you can submit the process unit from any level except Not Started.

When you submit a process unit to the final stage of the review process, it indicates that the file is ready for approval. The default review action is to promote a process unit to the next level. However, the submitter can skip levels of review and go directly to the process level before final approval.

The submitter must also have the reviewer role for the current level to promote a process unit. For example, a submitter who has Review Level 5 and Submitter security roles can promote a process unit to Review Level 6 or submit the process unit.

The process unit must have a status of OK, OK SC, or NO DATA before you can submit it. After you submit a process unit, its process level changes to Submitted. When a process unit has a Submitted status, you must be assigned the Review Supervisor security role to change the data, promote it to Approved status or reject it.

Submitting Process Units from Process Control

To submit process units from Process Control:

  1. Select Consolidation, then Data, and then Process Control.

  2. Set the rows and columns.

    See Selecting Entities for Process Control.

  3. Select the process unit to submit.

  4. Click Manage Process and select Submit.

  5. Optional: Enter a comment in Comments, or attach a document for more detail.

    See Attaching Documents to a Process Unit.

  6. Optional: If you use the Tree view, select Apply Action to Selected Entity Only or Apply Action to Selected Entity and Descendants.

  7. Click Submit.

Submitting Process Units from Data Grids

To submit process units from a data grid:

  1. Select the cell for the process unit to submit.

  2. Right-click and select Manage Process, and select Submit.

  3. Optional: Enter a comment in Comments, or attach a document for more detail.

  4. Click OK.