You will be able to find approvals on the approvals page.
On this page you will see 4 different areas:
Top banner
Breadcrumbs
Click on Documents in the breadcrumbs to be taken to the documents page.
Click on Approvals in the breadcrumbs to be taken to the Approvals page.
The Catenda Hub approval number
Approval navigation
Back to approvals button - Get taken back to the Approvals page.
Top Progress bar - Shows the approvals you can navigate to
Note: You can only navigate as many approvals as you had loaded on the approval page. You can load 100 approvals at a time by scrolling down the approval list view.
Unless you scroll all the way down on the approval page or there are less than 100 issues in the board.
This total number is therefore not indicative of the total approvals on the approvals page.
Previous and next buttons
Go to the previous or next approval in the filtered list of approvals
Approval Header
Publisher
The user who will publish the approval
Created by
The user who created the approval
Due date / Milestone
The due date and/or milestone of the approval
Reviewers
The reviewers of an approval can look something like this:
Here you can assign reviewers that can make comments, approve or deny the documents in the approval.
Maximum reviewers: 20
Minimum reviewers
The minimum reviewers required to publish the approval without force publishing it.
Edit reviewers
After an approval has been made you can edit the list of reviewers by clicking on the pencil to the right of the minimum reviewers.
Access required: Approval creator or administrator
Approval Body
Description
The description of the approval follows the general formatting rules of posts.
Drafts for approval
If a document has been found to be infected with a virus it will be removed from the approval.
Add draft
Administrators and the creator of the approval will be able to add drafts to this approval.
You can only add a draft to one approval at a time.
If a document has been found to be infected with a virus you will not be able to add it to the approval
Review
This button will take you to the approval file review where you can inspect each draft and make a decision on whether you want to comment, approve, approve with comment, reject or do nothing with the draft.
Approve all - Click the dropdown next to review to approve all drafts with one simple click.
Columns
Drafts - The icon, document structure path and revision name of the draft that is to be approved.
File size - The size of the draft
Uploaded by - The user that uploaded the draft
Status - The draft status of the draft
File review status
The file review status either be Pending approval, Approved with comment, Approved or Rejected
Comment
If there is a comment in the approval you will see a preview of the last comment next to the file review status.
Approval comments follow the general formatting rules of posts.
Hamburger menu
Add review
If no reviewers are set anyone can add a review
If there are reviewers in the approval header only reviewers can add a review
By adding a review you can either comment, approve, approve with comment or reject each draft.
Remove from approval request - Here approval creators or administrators can remove a draft from the approval.
Bottom progress bar
Shows the how many drafts have been approved
Bottom buttons
Discard - The publisher can discard the approval
Publish
If enough reviewers have approved the approval the publisher can publish the approval
Force publish
If not enough reviewers have approved the approval the publisher can force publish the approval.
If no publisher is set for the approval anyone can force publish.
If a publisher is set for the approval only the publisher can force publish
Approval Right panel
This panel contains the approval history