Approval Unit Actions

Actions available in an approval unit depend on what state the approval unit is in.

• 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

• Exclude: Stops the approval unit and deletes all its history

  New approval unit state: Not Started

• Originate: Bottom Up: Moves the approval unit to first in the promotion path

  New approval unit state: Under Review

• 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

• 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

• Sign Off: Moves the approval unit to the Signed Off state

• Delegate: Delegates the approval unit to a newly selected owner

  New approval unit state: Under Review

• 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

• Return: Returns ownership to Group

  New approval unit state: Under Review

• Pass: When in a group, passes ownership to another person in the group

  New approval unit state: Under Review

• Freeze: Freezes the approval unit from data entry

  New approval unit state: Frozen

• Unfreeze: Unfreezes the approval unit and allows data entry again

  New approval unit state: Under Review

• Distribute: Moves the approval unit to previous in the promotion path

  New approval unit state: Distributed

• 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

• Distribute Owner: Moves the approval unit to first in the promotion path

  New approval unit state: Distributed

• Submit: Moves the approval unit to next in the promotion path

  New approval unit state: Under Review

• Submit to Top: Moves the approval unit to last in the promotion path

  New approval unit state: Under Review

• Approve: Approves the approval unit. This completes the approval process, and users can't perform any additional actions.

  New approval unit state: Approved

• 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