When you are using the Approval Workflow setting in the Policy Hub, you may need to assign approvers before a policy can be reviewed and published. This guide explains how to add approvers to a policy that is still in development.
To complete these steps, you will need access to the Management Console and Policy Management.
Preparing the policy for approval
Go to Search policy in Policy Management.
Update the filters so that:
Policy Status is set to In development.
Workflow status is set to Not sent for approval.
Select the policy you want to update.
Click Update approvers.
Adding approvers
When you click into the Approvers search bar, you will see a list of all users who have been given the Policy approvers permission. You can begin typing a name to dynamically filter the list until you find the correct person. You can assign more than one approver to the same policy.
Once you have selected the required approvers, click Update approvers.
The Workflow status will now change to Awaiting approval.
After assigning approvers
Approvers will receive an email notification letting them know that a policy is ready for their review and approval. They can then access the policy directly from the link in the email or through their portal notifications.
Tips and troubleshooting
If a user does not appear in the approver search bar, check that they have the Policy approvers permission assigned.
Make sure the policy is in the correct status. Policies must be In development before approvers can be added.
Limitations
Note: Only users with the Policy approvers permission can be assigned as approvers.
Conclusion
You have now learned how to add approvers to a policy using the Approval Workflow setting. If you need help or something does not appear as expected, contact your Customer Success Manager by selecting Send us a message via the help icon on your portal, or by emailing [email protected].