Changing Approval Unit Status

Approval units change status each time reviewers transfer the data to another reviewer. Approval units are assigned a status based on what action a reviewer takes to transfer the data to another reviewer.

Note:

If the status of a parent approval unit changes, all its children change too, unless they were excluded or were approved.

Service Administrators, Power Users, and Users who have been assigned as Owner or Reviewers can perform approval actions. Service Administrators can also perform all approval actions whether or not they are in the promotional path.

To change approval unit status:

1. On the Home page, click Approvals.
2. Select an approval unit.
3. From Action, select an action:

   • Originate: Changes the ownership of all selected approval units (including all descendants) to the first owner defined for that approval unit in the hierarchy.

   • Start: Begins the approval process. This action is available in Tree View.

   • Promote: Passes the approval unit to another user to review. This action assigns ownership of an approval unit the first time, and thereafter transfers ownership of the approval unit from one reviewer to another. Promote causes an implicit signoff by the current owner and changes the approval unit status to Under Review.

   • Exclude: Excludes an approval unit from the approval process. This action is available in Tree View.

   • Reject: Indicates that the approval unit requires more work from the previous owner. Reject typically requires the previous owner to create another iteration. By default, Reject returns approval unit ownership to the previous owner, but you may select the next owner. Reject changes the status to Not Signed Off.

   • Approve: Approves the approval unit and changes its status to Approved.

   • Take Ownership: Become the owner of the approval unit and units under the selected parent unit. Available to the current user and users above the current approval unit owner in the hierarchy.

   • Delegate: Passes ownership to a user whether or not they are on the promotional path. The delegated user can promote, reject, sign off or originate approval units. A delegated user can select Promote when done to return the process unit to the user who selected Delegate. They can also select Reject to return the process unit to any previous user in the promotional path. This action is only allowed on entities that are in Under Review, Sign Off, or Not Signed Off status. Delegate changes the process unit status to Under Review.

   • Sign Off: Signs off on an approval unit. Sign Off does not transfer ownership of the approval unit, but changes its state to Signed Off.

   • Reopen: Reopen an approved approval unit.

4. Click the Change Status button.
5. From Owner, select a user from the list of users in the promotional path, or select Automatic to automatically pass the unit to the next reviewer in the path.