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Approving a project/program

The process to approve both the steps of a project and of a program is similar, because of that, the description will be made in this section only. See how to perform it:

In the list of records on the main screen, locate and select the desired project or program. After that, click on the button on the toolbar.

On the task data screen that will be opened, 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).

After filling out the necessary fields, save the record.