When making changes to a process, approval before the new process version goes live and becomes visible to the process members is valuable.
If you are a process owner or editor and you would like to request approval from one or more stakeholders, this article tells you how to do it.
Looking for a guide on how to set it up? Take a look at this article instead: Setting up process approval.
Process approval step-by-step
When making a new version of a process, you have the option of adding approvers. Process owners and editors are added per default, but you can add more, if you like, included users that are not part of the process.
Once you have added the users you want to request approval from, you can send out notifications to the users to inform them that they have a process version to approve.
TIP! Only users with the appropriate license will show on the list of approvers (added and optional) as approval is an advanced process management feature.
Depending on your process settings, the process will either automatically go live once everyone has approved it, or you can set it live manually once all approvals have been given.
An approval request will show on the process as well as in the process feed for users requested to approve.
The users will be able to see all process changes included in the version in the 'version changes summary' and a 'before' and 'after' overview of the process as well as other users requested to approve and the status of their approval.
If approvers have been selected on an account level to approve all processes before release (maybe the quality manager or the process excellence team need to approve all processes), they will show as approvers too, even though they cannot be selected or deselected.