Submitting an Initiative for Approval

When you create an initiative and modify an existing initiative, and when the initiative is pending approval, the initiative is visible to users, and its current status appears as an icon beside the name of the initiative. However, your administrator has the option to hide such initiatives in the system. In this case, new and modified initiatives become visible to users only when they have received all necessary approvals. For more information about the status icons, see Initiative Approval Workflow.

Up to three people may be required to review and approve new and modified initiatives. Approvers are assigned to an initiative by default based on its context. Different contexts can have different sets of default approvers and a different number of approvers. In addition, if your system is set up to allow this, you can change the approvers assigned by default to review your initiative.

You can save an initiative when you are in the process of creating or modifying it prior to sending it for approval.

When creating and modifying an initiative, you can enter a note that the first approver sees. Each approver can add a note to the next approver.

Users of the system who have been designated as approvers of new and modified initiatives within a context receive an email that provides a link to where they can review the workflow, read any notes entered by the person before them in the approval process, and then approve the initiative.