Requestors Actions Approval Process

Figure 31. Select Items for Promotion 2. Toggle the check box in front of the providers name, select Promote from the action drop down list located in the bottom of the page, and then click Go. A page appears like that shown in Figure 32 . Page 196 Create and Submit Request Figure 32. Add Items to Approval Request 3. You can see which entities will be added to the approval request including the requested entity and entities related to it. If the entity previously existed then you can specify whether you are requesting promotion to the discovery registry or demotion deletion from the discovery registry. You are not given this choice if you are requesting approval immediately following publication. In this example, an attempt to promote some entities and demote others would probably fail because they are related. However, you can select more than one entity in the catalog Figure 31 , promote entites related to some of them and demote the rest. Page 197 Create and Submit Request 4. Further down you can choose to add the entities to a new approval request, in which case you must enter a name. Alternatively, if there are other pending requests, you can click Add to existing request and select one from the drop-down list. 5. Finally you can choose to Submit for immediate approval, in which case you can enter a message for the approver. Alternatively you can save the request. Then click OK. 6. If you have submitted the request for immediate approval, automatic context checking is performed. If it fails you may be presented with a page like Figure 33 : Figure 33. Recover Approval Request You can then choose whether to recover by adding the suggested entities to the request. 7. Otherwise you are presented with a page displaying unsubmitted approval requests as shown in Figure 34 . Page 198 Create and Submit Request Figure 34. Unsubmitted Request 8. Click on a request in the list to display its details as shown in Figure 35 . From here you can enter a message for the approver and click Submit Request for Approval. Click on the Back button to return to the list. Page 199 Create and Submit Request Figure 35. Enter Message for Approver 9. To view your submitted approval request, click on the Submitted Approval Requests link under the Tools main menu tab. A page similar to that shown in Figure 36 will appear. Manage Requests You can manage your approval requests under the Tools main menu tab. On this tab, there are the following links for managing your approval requests: Page 200 Manage Requests • Unsubmitted Approval Requests - The request work list holds requests that you have not yet submitted to an approver. You can add multiple types of entities into a single approval request. The work list is also a place to which you can restore canceled requests or requests for editing and re-approval. The request work list is persistent. You can work with requests in the work list after you log out of the Business Service Console. • Submitted Approval Requests - The Submitted Approval Requests link will display a page where you can see your submitted approval request. These requests have been submitted but have not yet been approved or rejected. You can cancel a pending request or remind approver about the request. See Figure 36 . • Completed Approval Requests - The Completed Approval Requests link will display a page where you can see all your requests that have been approved or rejected. You can delete a request from this list or use the request for to create a new request. For more information, see Section Cloning Requests . Figure 36. Submitted Approval Requests Cloning Requests You can create a new approval request from an existing approval request. We call this operation cloning. To clone a request, follow these steps: 1. Click on the Completed Approval Request link under the Tools main menu tab. The page shown in Figure 37 is returned. Page 201 Cloning Requests Figure 37. Completed Approval Requests 2. Select the approval request and click on the Clone icon in the Action column. The page shown in Figure 38 will appear. Once you click on the Yes button, the new approval request will be created in your request work list with the name starting with The clone. Name of the original request. The cloned request contains the same entities as the original request. Figure 38. Clone Request

4.8.2. Approvers Actions

An approver can perform the following actions: • ApproveReject request • View Approval History Page 202

4.8.2. Approvers Actions

ApproveReject Request To approve or reject an approval request: 1. Click on the Approvals to Administer link under the Tools main menu tab. The page shown in Figure 39 will appear. Figure 39. View Requests to Administer 2. If you click on the request name, you will see the requests detailed information including a list of entities the requestor wants to be promote. To approve or reject the request, click on an appropriate button icon in the Action column. If you click Approve, the page shown Figure 40 will appear. Page 203 ApproveReject Request