User Modify Approval

The User Modify Approval Workflow workflow controls the approval requests for changes in the General FastTab in the User Card page. This workflow does not control changes to the user groups or user permission sets.

To modify user settings

The general process for approving a general modification to a user with an approval workflow is:

  1. Create the User Modify 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. Make a change to a field in the General FastTab for the user.
    Enter a comment if necessary and then a message opens stating that the user change was sent for approval.
  7. If notifications are set up, the approval user(s) receives notification of the approval request.
  8. 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 Cancel Approval Request action on the Request Approval menu.

Manage approval requests

A designated user can approve, reject, or delegate an approval request from the Approve menu. 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. The Requests to Approve page can also be opened from the User Card by choosing Request Approval > User Requests to Approve.

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.

To see complete information about the approvals, choose the Approval Entries action on the Request Approval menu.

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