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See how to approve an initiative:
1.
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In the list of records, select the initiative that will go through approval.
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2.
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After that, click on the  button on the toolbar.
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3.
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In the Approved field on the screen that will be opened, select the "Yes" option to approve or the "No" option to reject the initiative. The Date field will be filled out by the system with the date on which this operation is being performed. The following tabs may also be available:
Checklist
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This tab will only be displayed if the responsibility route member who is performing the approval has an associated checklist. It is intended to assist the responsible parties in approving or failing the initiative. In order to answer the 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 in the Comments fields may be mandatory or not, also according to the configurations established when creating the checklist.
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Comment
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Use the Comment field to register important information referring to the initiative approval. If the initiative is rejected, it will be mandatory to fill out this tab screen. In that case, you must enter an explanation for rejecting it.
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Route
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This tab will only be displayed if the "Edit the approval flow?" option was checked at the moment of defining the responsibility route member that is executing the approval. In it, it is possible to edit the flow of the members responsible for the initiative approval. To do that, in the toolbar placed next to the list of records, use the following buttons:
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Click on this button to add a new approver. Refer to the Configuring a responsibility route section to obtain a detailed description on how to perform this operation. Notice that by adding a new responsible party in a route associated with the initiative approval, this addition will not be replicated to the route record made by the Configuration  Responsibility route menu.
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Click on this button to edit the data of the responsible for approval selected in the list of records.
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Click on this button to delete the responsible for approval selected in the list of records.
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Click on this button to identify the approval status (AS column), i.e., the action that was taken by the members of the responsibility route.
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It will not be possible to add, edit, or delete members who have already executed their approval task.
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4.
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After filling in the fields above, save the record. If the initiative is:
▪Approved: It will be released, thus enabling the user to add a project (SE Project) for its implementation and, if needed, add revisions to it. ▪Rejected: It will be sent to the evaluation step again, so that the responsible users execute it one more time. See further details about this operation in the Performing an initiative evaluation section. |
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