Example workflow: Review using an Approval
This is an example to illustrate how an Approval is performed.
Taylor, the technical writer, has finished the final draft of a user guide. Before publishing, he needs to send it to his subject matter experts (SMEs) Tobias, Amrit, and Roselyn to get their final approval.
Done in IXIA CCMS | Done in IXIA CCMS Web |
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1. Once the topics in a map are ready to be reviewed, Taylor sets them to either the Authoring:complete or Authoring:done status. Then he sets the map that is to be reviewed to Authoring:approval. | |
2. Taylor creates an Approval and assigns Tobias, Amrit, and Roselyn as approvers. | |
3. Tobias, Amrit, and Roselyn all get emails about the approval. They open their My Assignments page, and each sees an Approval assigned to them. | |
4. Tobias and Amrit both click the View button for the Approval and start working on it. Roselyn leaves it for later. | |
5. Tobias approves, but Amrit rejects the approval. Roselyn does not get to look at the Approval because the default configuration is to end the Approval and return it for re-working if one approver rejects the Approval. | |
6. Taylor gets an email notification of the rejection and views the Approval in the CCMS. | |
7. Taylor reviews the reason Amrit gave for rejecting the Approval and makes edits. | |
8. Taylor creates another Approval and assigns it to Tobias, Amrit, and Roselyn again. | |
9.The Approval assignments for Tobias, Amrit, and Roselyn appear on their My Assignments pages. | |
10. Tobias, Amrit, and Roselyn each review the Approval and approve it. | |
11. Taylor opens the Approval in CCMS Desktop and moves to the next phase. |