This feature is available to Advanced, Professional and Enterprise subscribers. |
The approvals process ensures that all changes to the business architecture domain data are thoroughly vetted and validated before becoming part of the official record. This process is crucial for maintaining the integrity and accuracy of your organization's data. Below is a step-by-step guide on how to use the process effectively.
It uses a structured workflow involving multiple roles within your organization. Each change submitted to the system is automatically queued for review and approval. This ensures that data modifications are evaluated by the appropriate personnel before they are finalized.
For Approvals notifications see: Approval notifications
For Approvals Admin see: Approval admin
These are the actions that require review and approval.
Uploads
Manual node copy, add, edit, archive, un-archive, delete
The approval process has two steps:
Review
Approval
Review Users
Users in the same or higher business unit within the organizational hierarchy can review changes made by other users.
Review users are responsible for ensuring that the changes made align with organizational standards and policies.
Approvals
After a change has been reviewed, it must be approved by an admin user.
See Review and Approvals admin for a description of administering reviews and approvals.
Changes Awaiting Review
Any changes made to the business architecture domain data will automatically be added to the Task list. Review users will be notified of pending reviews.
Review options
The reviewer either approves or rejects the action.
Review Options
Reject Review: If the changes do not meet the necessary criteria or standards, the reviewer can reject the review, providing feedback for improvement.
Accept Change: If the changes are satisfactory, the reviewer can accept them, moving the changes forward in the process.
Approval statuses
After the approval step, the change is either in an approved or rejected status.
This illustrates the interface where users can see a list of changes that are currently waiting to be reviewed. Each entry typically includes details such as the date, the type of change, and the user who submitted it. The image emphasizes the organized queue system, ensuring that all changes are systematically reviewed by appropriate personnel.
The review request details are available when you rollover a review or approval request summary.
This overlay is displayed to reviewers a reviewer when they approve a review. Review rejection also requires a confirmation comment as well.
This overlay is displayed to an approver when they reject a change (after the review is approved). Review approval also requires a confirmation comment as well.
