Approval Unit Actions
Actions available in an approval unit depend on what state the approval unit is in.
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Start: Starts the approval unit
New approval unit state: 1st Pass for the free-form template, Under Review for the bottom-up and distributed templates
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Exclude: Stops the approval unit and deletes all its history
New approval unit state: Not Started
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Originate: Bottom Up: Moves the approval unit to first in the promotion path
New approval unit state: Under Review
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Promote: The free-form template moves the approval unit to anyone in the list. The bottom-up template moves the approval unit to the next position in the promotion path.
New approval unit state: Under Review
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Reject: The free-form template moves the approval unit to anyone in the list. The bottom-up and distributed templates move the approval unit to anyone previous in the promotion path
New approval unit state: Not Signed Off
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Sign Off: Moves the approval unit to the Signed Off state
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Delegate: Delegates the approval unit to a newly selected owner
New approval unit state: Under Review
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Take Ownership: Takes ownership away from the current owner. For Groups, claims ownership of the approval unit from the group.
New approval unit state: Under Review
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Return: Returns ownership to Group
New approval unit state: Under Review
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Pass: When in a group, passes ownership to another person in the group
New approval unit state: Under Review
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Freeze: Freezes the approval unit from data entry
New approval unit state: Frozen
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Unfreeze: Unfreezes the approval unit and allows data entry again
New approval unit state: Under Review
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Distribute: Moves the approval unit to previous in the promotion path
New approval unit state: Distributed
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Distribute Children: Moves the approval unit to previous in the promotion path. Applied to children of the selected approval unit.
New approval unit state: Distributed
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Distribute Owner: Moves the approval unit to first in the promotion path
New approval unit state: Distributed
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Submit: Moves the approval unit to next in the promotion path
New approval unit state: Under Review
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Submit to Top: Moves the approval unit to last in the promotion path
New approval unit state: Under Review
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Approve: Approves the approval unit. This completes the approval process, and users can't perform any additional actions.
New approval unit state: Approved
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Reopen: Reopens an approved approval unit. Reopen is available to users and Power Users who are last in the promotion path.
New approval unit state: Under Review