How to set up approval process for the metric's data entry

Set up an approval process to keep your metric data accurate and reliable. The approval steps make sure the data meets your standards, reduce errors and make your team’s work on data integrity more efficient.

The approval process consists of four parts:

• Part 1 – Establish user groups for approvers and designated “Whom to inform” users (this part is not always needed*)
• Part 2 – Create an approval template
• Part 3 – Enable approval in the metric settings
• Part 4 – Follow the approval process for your data entry

Adequate permissions are necessary. Most of the following tasks are typically set up by the system administrator. If you do not have sufficient rights, please contact your administrator for assistance.

*If the approval template is designed for a specific type of approval process that contacts the same people each time, you can select them directly in the template. Alternatively, leave the field blank and choose different people or groups for each metric separately, as described in Part 3 – Enable approval in the metric settings.

Part 1 – Establish user groups for approvers and “Whom to inform” users

1. Create a user group. Go to Settings, select User Groups and click the + Create New button.

   

   

2. Define the user group. Set up your user group; you can group members based on specific locations.

   

Part 2 – Create an approval template

The approval template is typically set up by system administrators.

1. Open the approval templates. Go to Settings in the upper right corner and select Approval Process Templates.

   

2. Create a new template. Click the + Create New button.

   

3. Define the approval steps. Enter the title of your template and define your approval steps. Specifying the approvers is optional.

   

4. Define the lock. Set up your Lock Modifications.

   

Part 3 – Enable approval in the metric settings

1. Open the metrics list. In the left panel, select Metrics from the submenu of the Metric Dashboards module.

2. Edit the metric. Click the edit pencil next to your metric.

   

3. Enable approval. On the More Settings tab, tick the Enable Approval box.

   

4. Select the template and approvers. Select the approval template and your approvers for the actual, plan and/or forecast values.

   

Part 4 – Follow the approval process for your data entry

• Submit values for approval

  The person responsible for data entry follows these steps:

1. Enter and save the value. Enter your metric value and click the Save button.

   

2. Submit the value for approval. Click Initiate Approval and then Submit for Approval.

   

   

3. Check the approval status. In the Details section, you can see how the approval process is set up. Once you submit your request, an hourglass icon is displayed next to your value.

   

   

• Approve or reject from the email

  After a value is submitted for approval, the approver receives an email notification. You can either click the I APPROVE link directly or go to the document.

  

• Explain a rejection in the comments

  If you reject the value, use the @mention feature in the comments section to give the responsible person more details.

  

• Filter metrics by approval

  Filter and sort the metrics by those requiring your approval or by their approval status.

  

• Find approvals on My Dashboard

  The approver also sees all metrics awaiting approval on the My Dashboard page, in the Awaiting My Approval section.