Initiative authors and owners assign colleagues to review and either approve or reject new initiatives and changes to existing initiatives when a system administrator enables this requirement.
Context
When an initiative is submitted for approval, the first assigned approver receives an email. The email states that an initiative requires review and contains a link to the initiative. The email also contains any notes that the owner or author wrote to the first approver when submitting the initiative for approval. If you are the second or third approver in line, you see any notes entered by the approver before you.
Procedure
- Open the initiative by clicking the link in the email or by navigating to the initiative on the Initiative tab within Strategy Management.
Notes from the owner or author appear.
- Choose Review to close the notes and proceed with your review of the initiative.
- Examine the information provided about the initiative. Milestones display if they exist.
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When you select Show all items, all available information for the initiative appears along with any fields that have been modified.
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When you select Show only changed items, only the modified fields appear.
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When you select Details, a chronological display of all changes to the initiative appear.
- Select Approve or Reject after your review.
- Optional - Enter a note if you want to capture information about your review of the initiative or to provide information to the next approver.
- Depending on your selection in step 4, choose Approve or Reject in the Add a Note dialog box or choose Cancel to continue reviewing the initiative.
When you choose Approve and you are the only approver assigned to the initiative or the last approver of the initiative, its status changes to Completed and the initative becomes available for general use in the system. If there are additional assigned approvers, the initiative stays in Pending approval status and the system sends an email to the next approver in line.
When you reject an initiative, the person before you in the approval process - either the submitter or the previous approver - receives an email noting your rejection.