Approval Unit Status
Approval units pass through a number of levels during the approval process and can have one of the following statuses:
Table 11-4 Approval Unit Status
| Level | Description |
|---|---|
| Not Started | Initial status of all approval units.
A Service Administrator begins the approval process by starting an approval unit using the Start action, which changes the status to Under Review. |
| Under Review | Occurs after a Promote or Submit action, and indicates that a user is reviewing the approval unit. Only the current owner or Service Administrator can modify data on approval units with the Under Review status. |
| Not Signed Off | Occurs when Reject is selected. Only the current owner or a Service Administrator can modify data or perform an action on an approval unit that is Not Signed Off. |
| Approved |
Occurs when Approve is selected. The last user in the promotional path (the owner of the approval unit) becomes the owner, regardless of whether they are an owner or reviewer. Only the Owner of the entity with Write access can modify the data when the data is promoted, and they can perform the Approve action. No other users can modify the data, but they can view the data if they have either Write or Read access to the entity, and can perform the Approve action. After all approval units are approved, the approval process is complete. |
| Locked |
When an approval unit is locked, no further process review actions are available. The approval unit must first be Approved. The entity’s calculation status must be OK, No Data, or System Change. You cannot lock an entity with Impacted calculation status. The prior period data must be locked. For example, you can only lock an entity in the February period if it is locked in January. Also, if you try to lock January 2018, and periods were defined for 2017, then all periods in 2017 must be locked before you can lock January 2018. |
Notes:
For all levels except the Not Started status, users with Read access can view the data, approval status, and history.
The review process can be managed at a higher level with parent approval units.