1. Analytical Application Infrastructure User Guide
  2. Questionnaire
  3. Define the Questionnaires
  4. Approve the Questionnaires

Approve the Questionnaires

The Questionnaire is configured with an n-eyes system that enables the process of submission of a Questionnaire to be reviewed and approved by one or more levels of supervisors or approvers. After approval, the Questionnaire moves into Open status and is active. However, before it can move into Open status, the Questionnaire can be moved through stages of reviews until the approver is satisfied with the Questionnaire and approves it.

The following is a description of the various statuses when the n-eyes functionality is enabled:

  • Draft – Questionnaire created by a user and not yet submitted.
  • Pending Approval – Questionnaire submitted for approval to a supervisor.
  • Open – Questionnaire approved and ready for use.
  • In Review – Questionnaire in Open status that is edited by a user is moved to In Review. After the changes are done, the submitted Questionnaire moves to Pending Approval status again for the supervisor’s approval. For related topics, see Editing Questionnaires in Open Status – Review Questionnaire.

You (the approver) can approve Questionnaires that users have submitted and which are now in Pending Approval status. If there are changes to be made to the Questionnaire before you approve it, you can reject it after entering relevant comments. The Questionnaire moves back to Draft or In Review status and is assigned to the user for editing. The user can update for your comments and submit the Questionnaire again and move it to the Pending Approval status.

Note:

You must be mapped to the QLOCAUTHRL role to approve Questionnaires. For more information, see the Oracle Financial Services Advanced Analytical Applications Infrastructure Application Pack Administration and Configuration Guide.
Follow these steps to approve a questionnaire:
  1. Log in to the system with an Approver role user ID.
  2. Click My Inbox tab and then click My Task to display a list of tasks assigned to you.
  3. Search Questionnaire in Entity Type to display the list of Questionnaires that are in Pending Approval status or search by the Questionnaire ID in Entity Name.
  4. Click Task ID to open the Questionnaire and review.
  5. Click Edit and update the Questionnaire, if required. Click Approve to approve and move the Questionnaire to Open status. Click Reject if you have to recommend changes. The Questionnaire moves into the Draft status and goes back to the user’s view in the Questionnaire Library.