15.1.1. Requesting Approval to Make a Process Template Executable

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User's Guide | Chapter 15: Starting and Managing Processes | 15.1. Starting a Process |

15.1. Starting a Process |  | 15.1.2. Creating a New Process
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### 15.1.1. Requesting Approval to Make a Process Template Executable

The first step in starting a process is requesting approval from the Signoff committee to make the process template executable.

To request approval:

1. Initiate the approval request in one of the following ways:

   - Click on the process template file in the file list window, then in the Message box that appears, click the Request approval now link.

   - Select or right-click the process template file and select (Edit) > Lifecycle > Promote.

   This requests that the Signoff committee review and promote the template from the initial Draft stage to the Executable stage. The Promote Lifecycle Stage dialog box appears.

   Figure 15.2: Requesting Approval to Execute a Process Template

   Note:

   - You cannot promote a process template if it is under version control and currently checked out by a user, or if a user has exclusive control of it.

   - If a request for approval has already been initiated, you will be notified of this as follows:

2. Optionally, add comments for the Signoff Committee regarding the approval. The process template is now exclusively controlled by a system user with the name `ekm_lifecycle_user`, and is not modifiable.

3. Click OK in the Promote Lifecycle Stage dialog box. The Signoff Committee receives the process approval request. It appears on their My Tasks page. After review, the Signoff Committee will start the signoff process by clicking on the toolbar.

   Figure 15.3: Signoff Process in Task List

   Clicking on a signoff request displays it in the Processes section, where you can view details such as who requested the signoff, when it was requested, and when it is due.

   Figure 15.4: Viewing Details of Signoff Process

   As part of review process, the Administrator checks the process content, including any scripts. After the review, the Administrator will either approve or reject process execution. This is done by clicking or on the toolbar. If the Administrator chooses to approve the signoff request, he or she may enter comments regarding the signoff in the Approve Signoff Request dialog box, and then click OK to submit the approval.

   Figure 15.5: Approving a Signoff Request

   Once the administrator approves the process template, the lifecycle stage is changed from 'Draft' to 'Executable'. In the Executable stage, non-administrators cannot edit or modify the process object. If non-administrators need to edit the process object, an administrator can Demote the process object to the Draft stage or set the stage back to 'Draft'.

   If the request is rejected, the icon remains displayed next to the process file name and you cannot execute the process. However, you may edit the process object and resubmit for approval.

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