When it is your turn, you provide feedback on the approval
process and any approval line items. You provide feedback by approving
or denying the approval process and individual line items. You can
also add comments or markup for more detailed feedback.
About this task
When it is your turn to respond to an approval process or
complete an approval task, HCL®
Marketing Operations notifies
you with an alert and an email message. Both the alert and the email
message contain a link to the approval. You can also access the approval
from the link in the email or alert. The approval process appears
in the My Active Approvals and Approvals
Pending My Response views.
Procedure
- Open the approval process with line items you want to review.
Click Operations > Approvals, the link
to the approval in an alert or email notification, or an approval
task in the workflow.
- Review the description and any notes or instructions that
are provided for the approval process.
- Complete the following steps for each approval line item.
- To view an item, click its thumbnail image or file name.
Note: Select View/Add Markup to
add in-document comments to a PDF file. If you do not choose this
link, any comments you make are lost when you close the file.
- Click Post Feedback. A dialog
opens for your response.
- Enter your comments in the Your Response section.
Alternatively, attach a file with detailed comments. Click Attach
Comments File and browse to the file.
- Select the appropriate response.
- Approve indicates that you approve the
item as it is.
- Approve w/Changes indicates that you approve
the item with the exceptions noted in your comments or attachment.
- Deny indicates that fundamental
changes must be made to the item by the approval owner. If your organization
requires you to supply a reason, select a Deny reason from
the list.
- After you respond to every item in the list, or supply
comments and a response for an approval with no attachments, click Post
Complete Response.
Note: You cannot change
your response after you click Post Complete Response unless
the approval process owner resubmits the review.
The response form displays with your response listed
next to your name in the list of approvers. HCL
Marketing Operations sends
an alert and an email message with your response to the approval owner
and sends an alert to the next reviewer, if any.