Completing approval processes

If the approval process does not have the Enable approval auto completion flag enabled, only the owner can change its status to Completed. Marking approval processes complete helps organize approval processes. Approval processes with a status of Completed display only in the All Approvals view.

About this task

Unless the approval was created with the Enable approval auto completion flag enabled, it is entirely up to the approval owner as to when to complete the approval. If auto-completion is enabled, the approval is automatically marked Completed when the last required approver approves.

Marking the approval process complete signifies that the review is finished. The following are some examples of when you might want to mark an approval as complete.

  • After all approvers respond
  • After the Target Due Date passes
  • After all suggested changes to approval items are made

Procedure

  1. Open the approval process that you want to complete.
    1. Select Operations > Approvals. The My Active Approvals view displays by default.
    2. If the approval process you want to complete is not available in this view, select All Approvals.
  2. Click Change Status and select Finish Review from the menu.
  3. Enter a comment about why you want to complete the review in the Approvals window, and click Continue.

Results

The approval now has a status of Completed; Unica Plan sends a notification that the approval process is finished.