Creating an approval profile for resource balancing

You use an Approval Profile document to create a set of approvers. Then you can assign the approval profile to one or more resource-balancing plans.

About this task

You can include users and groups as members of an approval profile. However, if you list a group as a profile member, only one group member must approve the plan. For example, if you move a database that is used by the marketing group, you may want one user, but not all, to approve the plan. If you want all members of a group to approve a plan, enter each user's name in the approval profile.

Changes to the Approval Profile document are tracked for you and listed in the Creation and Modifications section.


  1. Make sure that you have the Change Admin role in the ACL of the Domino® Change Control database.
  2. From the Domino® Administrator, click the Server > Analysis tab.
  3. Open the Domino® Change Control view, and then select Setup > Approval Profiles.
  4. Click Create > Approval Profile.
  5. On the Basics tab, complete these fields:
    Table 1. Basics tab



    Name (unique)

    Enter a unique name for the profile.


    Enter a description.


    Select a category or enter a new category name.


    Select the names of users or groups to include in this approval profile.

  6. Click the Administration tab, and complete these fields:
    Table 2. Administration tab




    By default, the owner is the person who creates this document.


    Enter the names of users who can edit this document.

    Prevent deletion

    Choose one:

    • No (default) -- To allow a Change Administrator to delete the plan.
    • Yes -- To prevent anyone except a Change Administrator from deleting the plan.

    Prevent design refresh

    Choose one:

    • No -- To allow the upgrade of all template documents during a version upgrade.
    • Yes (default) -- To prevent edited template documents from being overwritten during a version upgrade. This will not affect any documents that the user creates -- it will only affect documents that match those from the template's copy.
  7. Click OK.