Approval Unit Actions by Template
Depending on the approval template assigned to the Approval Unit Hierarchy, the review path and actions will vary.
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Consolidation – Used only for Locking
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Consolidation Bottom Up – Used for the approval process.
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Consolidation – Separate Approve and Lock - Allows the approval and lock processes to be performed by different users
Note:
For approval templates, the final state will always be Locked.
Table 11-1 Locking Only
| Action | Status |
|---|---|
| <before any action> | Not Started |
| Start | Unlocked |
| Lock | Locked |
| Unlock | Unlocked |
| Exclude | Not Started |
Table 11-2 Consolidation Bottom Up
| Action | Status |
|---|---|
| <before any action> | Not Started |
| Start | Under Review |
| Promote | Under Review |
| Reject/Reject Single | Not Signed Off |
| Sign Off | Signed Off |
| Approve | Approved |
| Reopen/Reopen Single | Under Review |
| Delegate | Under Review |
| Lock | Locked |
| Unlock | Under Review |
| Originate | Under Review |
| Exclude | Not Started |
| Take Ownership | Under Review |