For customers of our Position Management module.
Once an approver is assigned to a scenario chart, collaborators can request approval for proposed changes. The merging charts feature will be disabled until the chart is fully approved.
To request chart approval:
Note: Any collaborator assigned to a scenario chart can request chart approval. To learn about assigning collaborators, refer to: Adjusting Visibility Settings in Scenario Charts.
Click the Request Approval dropdown in the upper right corner of the chart.
Note: If the Request Approval dropdown is not displayed, an approver has not been assigned to the scenario chart. To learn more, refer to: Configuring Approvers for a Scenario Chart.
Enter optional details in the Note field.
Note: Notes are visible to all chart collaborators and approvers.
Click Send Request. The first approver listed will receive an email notification to approve the chart.
Note: If the chart has multiple approvers, they will be invited to approve the chart one at a time in the designated order.
Monitoring a Chart’s Approval Status
Once chart approval is requested, the banner at the top of the page will display the current approval status and appropriate options. When an approver approves, denies, or requests changes to the chart, the requestor will also be notified via email.
Pending Approval will be displayed when awaiting an approver's response. Once an approver approves the chart, the next approver will receive an email requesting their approval.
If an approver does not approve the chart, the approval workflow will pause, and the status will indicate Changes Requested or Denied. You can then click Edit Chart to make the appropriate changes before submitting a new request, or cancel the approval request. Both actions will terminate the current approval request.
When action is requested from an individual, the collaborator or approver can click Approval Details to view additional notes included with the request.
Note: Collaborators and approvers can also view a summary of approval request details, approver responses, and notes at any time by clicking the approval status dropdown in the chart’s upper right corner.
Once all approvers have approved the scenario chart, the chart will display an Approved status, and all collaborators and approvers will receive email notification.
Notes about chart approval requests:
Once chart approval is requested, the chart cannot be edited. A collaborator or approver must cancel the approval request before making additional changes.
A chart’s approval status is only visible to assigned collaborators and approvers. Collaborators and approvers can also view the approval status of charts they’re assigned to by clicking the chart dropdown at the top of the Org Chart page.
To cancel a chart approval request:
Note: Any collaborator assigned to the scenario chart can cancel a chart approval request at any time, even once the chart is fully approved.
From the Org Chart page, click the chart dropdown to select the scenario chart.
Click the approval status dropdown in the upper right corner of the chart.
Click Cancel Approval Request, then click Yes, Cancel Request to confirm. Assigned collaborators and approvers will be notified via email when an approval request is canceled.
Please contact our Customer Success Team for additional assistance.
Additional Resources