Approving changes
Some changes must first be approved by a group of responsible persons before they can be applied (Four eyes principle). The application manager can configure the approval process. For more information, see Configuring the approval process. Once the approval process has been set up, end users can work with approvals as follows:
1. Go to the relevant selection level and make the required change(s).
For changes for which approval is required, Planon automatically creates an approval with the In preparation status. Approvals can be viewed and further processed in the Approvals TSI.
 | The changes you have made are not immediately visible; they will only be implemented after approval. Approvals are limited to a maximum of 25 changes at a time. |
2. On the action panel, click Show approval overview.
An overview of your changes is now displayed. You can check the changes before sending them for approval (step 3).
3. On the action panel, click Send for approval to send your change(s) for approval.
| | The Send for approval and Cancel approval actions can also be performed via Action on selection. |
4. In the Enter values dialog box, enter relevant information the Comments field and click OK.
The approval's status now changes from In preparation to Pending. In the Approvals TSI, the responsible persons can now review and approve or reject the changes submitted for approval (see steps 5, 6 and 7). The record with a pending approval remains blocked during the approval process, which means that users can not make any changes.
5. Go to Approvals and check the changes that are waiting for approval.
6. Select the required approval.
7. At Status transitions on the action panel, click the required status (Approved, Canceled or Disapproved).
 | It is recommended to complete all approvals before upgrading Planon. |
Approval statuses:
Status | Description |
|---|---|
In preparation | In this status, you can still apply changes to the approval (up to a maximum of 10 per approval). |
Pending | In this status, the changed record is blocked and you cannot make any changes to it. |
Canceled | In this status, an approval is aborted, you must enter a comment in the Enter values dialog box. (Typically, this is done by the approval requestor after making a mistake). |
Approved | In this status, the approval is affirmed and will be applied. |
Applied | The approval is implemented. |
Disapproved | In this status, an approval is rejected, the changes will not be implemented and the record will be available again for new changes. |
Error when applying | This status is automatically assigned if an approval cannot be applied (for example because a business object is Under construction). You can fix the issue that is blocking the approval (for example, set the business object that was Under construction back to Completed) and reapply the changes. If this does not work, you can set the approval to Terminated. You can then proceed to submit a new approval. |
Terminated | The approval is closed following an Error when applying. |