Submit a Proposal for Approval

Submit proposals for approvals - reviewers who are added can view the notification and can approve or reject them.

To submit a proposal for approval:

1. Navigate to the Concept Design work area.

2. To search for a proposal, do the following:

   • From the Tasks panel drawer, click Search.

   • In the Search For list, select Proposals.

   • In the Search list, select Proposal.

   • Enter the criteria and click Search.

3. To submit the proposal for approval, do the following:

   • From the search results, click the proposal link.

   • Click Actions > Submit for Approval. The Submit for Approval dialog opens.

   • Click the Reviewers icon. The Select and Add: Reviewers dialog opens.

     Click the radio buttons for Users or User Groups, and click Search, and select names.

     Or, simply type in the name of a reviewer you know - but still click Search to bring up the name and select it.

     Select one or more reviewers. Click OK.

     Note: Ensure that you don't add yourselves as approvers.

   • In the Submit for Approval dialog, click Submit.

4. When reviewers sign in, they can approve or reject from the notification.

   See how this process works in a practice environment, by signing out, and then logging back in as the approver. The approver user sees a notification about this proposal as soon as they log in, and they can approve it by clicking the notification.

   When you log back in as yourself, and open the proposal, you can see that it's approved.

Review a Submitted Proposal

1. Click the Notifications icon.

2. Click the notification link to the proposal you need to approve or reject.

3. In the new window review the content of the submitted proposal, such as Details, Proposal Details of Business Use Case Summary, General Information, the Comments, and History.

4. Click Approve or Reject.

Search for the proposal object and see the updated status reflect your review.