When a new group, action or action monitoring is added, it is sent for approval. When this happens it is assigned to the person with the data approval role for the unit where it was added.
Approving data:
(1) When a group or action is sent for approval, a notification email will be sent to all users with the data approval role. | |
(2) Alternatively, you can click on the notifications page (bell icon at the top of the page) to view notifications. This page shows any notifications that have recently been sent to you. Click 'Open workflow' to go to the workflow page. | |
(3) You have two options on the workflow page. You can approve the data, in which case the workflow is completed and the data is locked. Or you can refer it back to the person entering the data, in which case it is assigned back to them. | |
(4) Once the data has been approved the workflow is completed and the data is locked |