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Project and program approval

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Task:

Project and program approval

Who receives it:

Users who compose the responsibility route for the approval, according to the definitions made in the project/program data.

When:

The planning, closure, or revisions of the project/program are finished.

Purpose:

Approve or reject the steps which the project/program went through.

 

How to execute this task:

 

1.In the list of pending records, select the desired project/program.

 

2.After that, click on the toolbar button.

 

3.In the Actions section, the following options will be available:

Approval checklist: The questions will only be displayed if the responsibility route member who is performing the approval has an associated checklist. This checklist is intended to assist the responsible party in approving or rejecting the task. In order to answer the checklist questions, select the desired option: Yes, No or N/A. The answers may have already been selected by the system according to the standard defined when recording the checklist. Moreover, filling out the Comments fields may be mandatory or not, also according to the configurations established when creating the checklist.

Approve: Click on this button to approve the action execution. On the approval screen, enter a comment for this action and click on the "Approve" button. Once done, the task will be finished. The project/program will be sent to the next configured step (tracking or closure).

Reject: To reject, enter a comment on this action and click on the "Reject" button. Once done, the party responsible for the project/program will receive an email notification informing the user who rejected it with their comment. The project/program will return to the previous step (planning, revision, or closure).

 

If you are approving the planning of a project, its tasks will be released for execution by those responsible.

If a revision of a project/program has been approved, the Revision acknowledgment will be generated for the due responsible parties, if so configured in the Access Control tab of the project/program type that has been revised.

The approval can also be performed, through the Management Project and program approval menu.