User Permission Set Approvals

The User Permission Set [..] Approval Workflow workflows control the approval requests for modifying, inserting, or deleting user permission sets from the User Permission Sets FastTab in the User Card page.

Note

Different workflows are used for modifying, inserting, and deleting user permission sets but each is described in this section.

To modify and insert user permission sets

The general process for approving a modification to or insertion of a user permission set for a user with an approval workflow is:

  1. Create the User Permission Set Modify Approval Workflow and User Permission Set Insert Approval Workflow workflows from the templates.
  2. Assign the approval user or group of users.
  3. Set the additional authentication if required.
  4. Enable the workflows.
  5. Open the User Card that requires a modification.
  6. Add or change a user permission set in the User Permission Sets FastTab for the user.
    Enter a comment if necessary and then a message opens stating that the approval request was sent.
  7. If notifications are set up, the approval user(s) receives notification of the approval request.
  8. Additional changes can be made to other user permission sets and new approval requests will be sent, but no changes can be made to lines that have been sent for approval.
  9. The approval user(s) opens the User Card page or the Requests to Approve page and approves the request, with or without password depending on authentication requirements.

To delete user permission sets

The general process for approving a deletion of a user permission set for a user with an approval workflow is:

  1. Create the User Permission Set Delete Approval Workflow workflow from the template.
  2. Assign the approval user or group of users.
  3. Set the additional authentication if required.
  4. Enable the workflow.
  5. Open the User Card that requires a modification.
  6. Select the user permission set to delete.
  7. In the User Permission Sets FastTab, choose Request Approval > Delete Line.
    Enter a comment if necessary and then a message opens stating that a request to delete a user permission set was sent for approval.
  8. If notifications are set up, the approval user(s) receives notification of the approval request.
  9. Additional user permission sets can be deleted and new approval requests will be sent, but no changes can be made to lines that have been sent for approval.
  10. The approval user(s) opens the User Card page or the Requests to Approve page and approves the request, with or without password depending on authentication requirements.

Enter optional or mandatory comments

If Optional or Mandatory is entered in the Comments Requirement field in the Regulatory Affairs Setup page, then the Approval Entry Comment dialog box will open when requesting, cancelling, approving, rejecting, or delegating approval requests. Depending on the setting, a comment can or must be entered to complete the specific approval process.

Cancel approval requests

A user can cancel an approval request by choosing the Request Approval > Cancel Approval Request action on the User Permission Sets FastTab.

Manage approval requests

A designated user can approve, reject, or delegate an approval request from the Approve menu on the User Permission Sets FastTab. They can also add any necessary comments for the response to the request.

Designated users can also choose the Lightbulb that opens the Tell Me feature icon, enter Requests to Approve, and then choose the related link. In the Requests to Approve page, they will see their pending approval requests and can manage each request individually.

View approval entries

The Approval Entries FactBox shows the status of an approval request as well as the number of unfinished approvals, the date and time the approval request was sent, the details of the approval request, and comments added during the approval request process.

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