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Two kinds of approval workflows; Sequential and Concurrent can be setup. There is an option for the administrator to either enable one of the two or both for your organisation via the setting below accessed from the Settings area under Camms.Risk > Administration > Configuration area. Defaults to 'Select All' and would have both workflows enabled.
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Static Hierarchy Users
For users in the Static Hierarchy, the Risk Submitter/Preparer and/or a Risk Approver permissions need to be given, to create and submit risks for approvals and have them it approved. These are two standard permissions available under Camms.Risk > Administration > Manage Users area.
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Flex Hierarchy Users
For users in the Flex Hierarchy, the Risk Preparer and/or Risk Approver permissions need to be given, to create and submit risks for approvals and have it approved. These two flex permissions are available under Camms.Risk Menu > Role Management > [Product = 'CAMMSRISK'] > [Permission = 'Risk Preparer' / 'Risk Approver'].
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Risk Preparing and Approving
To submit a Risk for approval by a Risk Preparer:
STEP 1: In the Risk Assessment page, select the 'Approval Process' from sequential or concurrent (see below for details on each of these processes).
STEP 2: Select the 'Approval Authority' from the Risk Approver staff dropdown.
For Static Users: All users with the Risk Approver permission will be listed in the staff dropdown.
For Flex Users: The staff dropdown will only list users if their Register View permissions permit it.
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Example for Flex Users |
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STEP 3: Click the 'Submit for Approval' button at the bottom to submit the risk for approval to the Approver(s).
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Risk Preparer: Risk Preparers/Submitters would be able to create risks and submit for approvals. Once submitted, the submitter will not be able to make any changes to the risk and it will be un-editable. The created and submitted risks will be saved as 'Draft' in the Draft status until approved upon which the status changes from draft to 'Approved'. Till the risk is approved, it will only be shown to the Submitter user in their registers. If the risk is not approved, the status will be 'Rejected' and the submitter will then able to edit and resubmit for approval or discard the record. If it is resubmitted, the status will be changed to 'Resubmitted'.
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Notes for Static hierarchy users:
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Risk Approver: Risk Approvers would be able to approve the risks submitted for their approvals upon which the risks are made active and will show in your registers. When risks are received for an approvers approval, they will be shown under his/her Quick Update area under 'Approvals' section where they can either Approve/Reject the risks. Once approved/rejected, the risk will be removed from their Quick update and unless they are assigned to the risks, they will not be able to view the records again. Only once the records are approved, they will be shown for all other users in the application.
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The items to be approved will be shown in the approver's 'My Quick Update' page under the 'My Approvals' section. Approvers can both approve from the quick update as well as within the risk created itself after making changes to the risk if required during approval.
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