Requiring Approval of New and Modified Initiatives

Administrators can enable the initiatives workflow so that all new and modified initiatives in specific contexts must go through an approval process before they become available to end users for use. This option is set to No approval required by default.

Prerequisites

You are running the administration application as the strategy management administrator. If Administration is unavailable to you, it means you are not running the administration application with an administrator username and password.

Context

When you enable the Initiatives Workflow option on the Configure Initiatives tab, additional fields appear that permit you to customize how the workflow operates.

A list of contexts appears. You select the contexts in which review and approval of new initiatives and modifications to initiatives are required.
When you select a context, you assign default approvers for that context. A context may have one, two, or three approvers. Different contexts can have different sets of default approvers and a different number of approvers.
When you select the Details link beside a context, you see a list of all initiatives that exist in that context. By default, the system assigns the default approvers to each initiative when you first enable the Initiatives Workflow option or when a new initiative is created. However, you may choose Select Approvers in the dialog box to assign specific approvers to specific initiatives apart from the default approvers for that context.
Under Workflow Settings, you can indicate whether initiative owners and authors can override approvers during the workflow. This allows the owners or authors to change the approvers of their initiatives to someone other than the default approvers. This setting applies to all initiatives in the system that require approval; this is not set at the context level like approvers' names are. This setting is off by default.
Under Initiatives Pending Approval, you indicate whether end users can see new and modified initiatives before they are fully approved. The default is that they are hidden.
Initiatives created before you install support package 17 are given a status of Completed and do not need to be reviewed or approved until you enable the Initiatives Workflow feature and then create new initiatives and modify existing initiatives.

Procedure

Select Administration Configure Initiatives.
Select Initiative changes in selected contexts must be approved to enable the Initiatives Workflow feature.
Choose a context in which new and modified initiatives require approval.
Choose one, two, or three people as approvers for initiatives in the context you selected, then choose OK. At least one approver is required.
Repeat steps 3 and 4 for each context in which you want to set approvers.
Optional - To change the approvers for a specific initiative from its default approvers, choose the Details link beside its context, choose Select Approvers and select different approvers, then choose OK and Close.
To indicate that initiative owners and authors can replace the default approvers with other approvers before submitting the initiative for approval, select Initiative owners and authors can override approvers.
To indicate whether end users can see new and modified initiatives before they are fully approved, along with pertinent status icons, choose Visible or Hidden under Initiatives Pending Approval.
Choose Save.