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 |