12.1.3.5 Approval

Approval cycles often involve multiple individuals before changes can be implemented. This is often the case as business activities that are subject to change may affect multiple different roles and resources, requiring their consent prior to change. These approval cycles can vary dependent on the organization, and the importance of the request being made. As such, the EPC supports both parallel and serial approval cycles.

Web Modelers can set an approval cycle for all EPC objects. The Approval button is available on the toolbar under the object’s Details tab.

Web Modelers need to ensure they have the permission to be a Web Modeler, their displayed content is set to Show Latest, and their editing tool is the Web.

Follow the instructions to set an Approval Cycle

1. Navigate to the details section of the object. In this example, an Organization Unit

2. Navigate to the box

3. A drop-down menu will be generated. Choose the “Approval” box

4. You will be redirected to the Assign Object Approval Cycles window

5. Navigate to the “Select Approval Cycle Type” box

6. Select the Approval Cycle type

7. Navigate to “Select Approvers” and select a filter

8. Type the name of the Role you want to assign as the approver. From the search suggestions, click to select the Role you want to assign

*The list of Roles will populate based on key word typing

9. Expand the Suggested Approval section to view suggested approvers from a similar object
   

10. Select “Apply Cycle” to the desired suggestion and the approvers will appear in a table

*To remove approvers from an Approval Cycle, click on the “x”

11. Save the Approval Cycle

Once the object has been successfully been approved by approvers in the cycle, the Web Modeler will be able to publish the object.

To learn more about Approval Cycles, click here

Modify Approval Configuration

Users can now modify the configuration of the approval cycle while an approval cycle is in progress. The changes done will apply to the ongoing approval cycle. Users can

• Delete an Approver
• Add a new Approver
• Switch the Cycle Type
• Switch the Order of Approvers

To modify the order, simply drag and drop an approver to the desired position within a cycle.

Apply to all children

You can assign the same approval configuration to a process and all of its children. It can also be a quick way to remove all approvers assigned to a process and its children (by removing approvers and saving). To do so, a user must repeat the previous steps, but before saving, he has to check the box so the Save can apply to all children.