Lock draft for approval

  • Once you have completed your Process Map you must lock the map for approval so an Admin can approve the map and it can become a Master Process. You must also select a reviewer who will review the Process Map after a set period of time has elapsed. 

A Master Process is the current approved Process Map for a process and cannot be edited. Only Master Processes can be displayed in the Library Homepage.  

  • To lock a draft for approval navigate to the Process Maps list and find your map in the list - you can use the search field in the Process Maps list if you have multiple maps. 
  • Click on the Arrow next to the name of the Map you want to lock for approval, a dropdown will appear with all the drafts associated with this Process Map

Expand the process row to see its drafts.

You can only lock a map for approval if you are the Author. 

You can only have one draft locked for approval with the same name.

  • Click on the button next to the draft you want to lock for approval and select Lock for Approval from the dropdown list that appears. 

Choose Lock for Approval from the draft actions menu.

  • A pop-up asks you to select approvers and a reviewer. Choose from the lists available for your library. Your administrator configures approval roles; some libraries also ask you to choose job functions.

Select the approver for the draft.  Select the reviewer for the process map.

  • Once you have selected your approver and reviewer click Lock. 
    Confirm the approver and reviewer, then select Lock.
  • The page will refresh and its status will be updated to 'Awaiting Approval', you will no longer be able to edit it.