Approval Process Rules

Modified on Fri, 11 Mar 2022 at 12:11 PM

At least one must approve

If the approval process is yes and the user select At least one must approve,
1. send request to approve email will send to the all reviewers
2. if any reviewer login, they will be able to approve at anytime
If a reviewer rejects,
1. set policy status will go to Re-Open
2. send rejected email to contacts, owner, and all reviewers
If at least 1 reviewer approves,
1. system will set policy status = Active
2. system will send review approved email to contacts, owner, and all reviewers

All must approve

If the approval process is yes and the user select All must approve,
1. send request to approve email will send to the all reviewers
2. if any reviewer login, they will be able to approve at anytime
If a reviewer rejects,
1. send rejected email to contacts, owner, and all reviewers
2. set policy status will go to Re-Open
If one reviewer approves,
1. system will wait for all reviewers to approve; login as reviewer #2, he should be able to approve also
When all approvals are collected,
1. system will send review approved email to contacts, owner, and all reviewers
2. system will set policy status = Active

All must approve in order:

If the approval process is yes and the user select All must approve in order,
1. send request to approve email will send to the first reviewer and then one at a time in order
2. if any reviewer login, they will only be able to approve when it is their turn
If a reviewer rejects,
1. send rejected email to contacts, owner, and all reviewers
2. set policy status will go to Re-Open
If a reviewer approves,
1. system will send email to the next reviewer until there are no reviewers left to approve
2. if any reviewer login, they will only be able to approve when it is their turn
If there are no more reviewers left to approve, then
1. set approval status to approve
2. send approved email to contacts, owner, and all reviewers