Approving Risk Analyses—Exercises
Main Exercise
Purpose: The purpose of these exercises is to add an Approval
Routing to the risk analysis and approve or reject approval steps.
Windows:
Risk Analysis Navigator/Analysis Controls
Each approval step can have one or more registered persons or groups who will
approve or reject the step. This means that you can have parallel approval
routings with several person groups able to simultaneously approve an object.
Steps must be approved in sequence. A step cannot be approved or rejected if a
prior step is awaiting approval (or if that step has been rejected). When you
click on the Risk Analysis field you will be able to see the Approval Process
link in the Attachments panel.
Copying approval steps
from a profile to a risk analysis:
- Query for a risk analysis in the
Risk Analysis Navigator window.
- Click the Attachments panel.
- Right-click anywhere on the panel and select
Select Approval Template to open the
Select Approval Template to
Copy dialog box.
- In the Template field, enter an
approval template or use the List button to select a template.
- Click OK to copy in the selected
approval template.
- Optionally, select or clear the Security Checkpoint Required
check box.
- Save.
Entering approval steps for an object:
- Query for a risk analysis in the
Risk Analysis Navigator window.
- Click the Attachments panel.
- Right-click on it and click New to
open the New Approval Routing dialog box.
- Enter a step number. If the approval routing has started (one or more
steps have been approved), the step number cannot be lower than the latest
approved step.
- Enter a step description.
- Enter the person or group who will approve this step.
- Save.
- You can also select the Security Checkpoint Required check box to
indicate that the user will need to authenticate himself before approving
this step.
- Optionally you can perform the same
operation by adding a new line in the
Analysis Controls/Approval
Routing tab as well.
- Open the
Risk Analysis Navigator window and query for the required risk analysis.
- Click
the Analysis Controls tab and then click the
Approval Routing
tab.
- Right-click the header, point to Status and then click
Start Approval.
- Click Yes.
Note: The risk analysis status has changed from Preliminary to
Approval In Progress.
- Open the
Risk Analysis Navigator window and query for the required risk analysis.
-
Click
the Analysis Controls tab and then click the
Approval Routing
tab.
-
Select a
step and right-click, and then click Approve Step.
Note: You can see the name of the approver in the Approver/Approver
Name fields.
- Open the
Risk Analysis Navigator window and query for the required risk analysis.
-
Click
the Analysis Controls tab and then click the
Approval Routing
tab.
-
Select a
step and right-click, and then click Reject Step.
Note: You can see the name of the approver in the Approver/Approver
Name fields.
- Open the
Risk Analysis Navigator window and query for the required risk analysis
with status Approval in Progress.
- Click
the Analysis Controls tab and then click the
Approval Routing
tab.
- Right-click the header, point to Status and then click
Cancel Approval.
- Click Yes.
Note: The risk analysis status changed from Approval In Progress to
Analyzed. If an approval routing has been defined on the risk analysis then all
steps in the approval routing will be cleared of approval details.