Admins can Approve a Process Map from the the 'All Maps' list.
A Process Map must be Approved by Admins to become a Master Process and visible in the Homepage Menu.
As standard, only Admins can approve a Process Map.
Admins can approve a Process Map from the 'All Maps' list:
- If you are in the Library section of Process Library (SaaS) click the Admin button at the top right of the screen.
- To return to the Library click the Library button at the top right of the screen.
- To approve a Process Map, click on the All Maps menu item in the My Library section of the menu.
- Click on the arrow next to the name of the process map you would like to check for approval.
- The drafts associated with this Process will be displayed below the Process Map under 'Drafts'.
- Click on the button next to the Process Map you would like to check for approval and select Approve from the dropdown list that appears.
- A pop-up box will appear with the choices to Approve, Review Content or Reject the Process Map.
- To approve the Process Map, and enable it to be added to your homepage library, click the Approve button. You will be taken back to the All Maps page and the status will be updated to 'Approved'.
- To view the Process Map click the Review Content button. You will be taken to view the Process Map. Return to the 'All Maps' list to approve the Process Map.
- To reject the Process Map type your reason for rejection into the 'Reason' box - this will be sent to the Author - and click Reject.
An email will be sent to the Author of the Process Map with your decision and if you have rejected it, your reason for rejection.