HCL TECHNOLOGIES ABOUT US PRODUCTS & SOLUTIONS RESOURCES CONTACT US

Home
HCL Marketing Operations User Guide
With HCL® Marketing Operations, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
Approvals
An approval process streamlines the process of having your work reviewed and approved. Multiple users can review work in parallel or in an order that represents your business processes.
Approval process workflow
To begin the approval process, you create an approval, add approvers, and add approval items. Then, you submit the approval and the review process begins. HCL® Marketing Operations sends the approval process to approvers based on their sequence and whether the reviewers are required or optional. The approval process can go through several iterations as all the approvers complete their review.
Submitting approval processes for review
After you add an approval process, you must submit the approval to notify the approvers that they take action. Submitting the approval begins the review process.

Submitting approval processes for review

After you add an approval process, you must submit the approval to notify the approvers that they take action. Submitting the approval begins the review process.

Procedure

Navigate to the Summary tab of the approval you want to submit.
Click Change Status and select Submit for Review or Submit for Review with comments from the menu.
If you chose Submit for Review with comments, enter comments that you want the approvers to see when they receive notification of your approval, and click Continue.
After an owner submits an approval, the status changes to In Progress. If an owner makes any further changes to the approval, HCL® Marketing Operations sends notifications to all owners and approvers.