Manage Approvals

Through the Approvals tab on the My Work panel, in addition to viewing a list of approvals, Eclipse PPM users can perform some quick actions on each of the displayed approvals from within the Home page.

To approve or reject an item

  1. On the Home page, on the My Work panel, open the Approvals tab.
  2. Click the arrow next to the approval name.
    A drop-down menu is displayed.

  1. From the displayed menu, click Approve or Reject.
    The Approval State is changed, and a notification message is displayed to confirm the action taken.

To cancel the approval of an item

  1. On the Home page, on the My Work panel, open the Approvals tab.
  2. Click the arrow next to the approval name.
    A drop-down menu is displayed.

  1. From the displayed menu, click Cancel Approval.
    The item disappears from the panel and a notification message is displayed to confirm the cancellation of the approval.

To add a comment to an approval

  1. On the Home page, on the My Work panel, open the Approvals tab.
  2. Click the arrow next to the approval name.
    A drop-down menu is displayed.

  1. From the displayed menu, click Add Comment.
    The New Comment pop-up window is displayed.

  1. In the Add persons by typing here field, type the names of people you want to mention.
    A list of suggested name(s) is displayed.
  2. Select the name(s) required.
  3. In case you need to mention certain group of users, click the arrow next to the Add persons by typing here field.
    A drop-down menu is displayed.

  1. Click the required group of users.
    The names of all the group users are displayed in the Add persons by typing here field.

Note: You can clear the Add persons by typing here field, whenever needed, by clicking the Clear icon next to it.

  1. In the text box, type your comment using any of the text formatting options.
  2. Click the arrow in the Select Tags field.
    A drop-down menu is displayed.

  1. Click the required tag.
    The tag name appears in the Select Tags field.

Note: To add more tags to the same comment, repeat the previous 2 steps.

Note: You can clear the Select Tags field, whenever needed, by clicking the Clear icon next to it.

Tip: To notify the people mentioned in the comment by email, select the Notify the people I've mentioned via email check box.

  1. Click Save.

To view comments added to an approval

  1. On the Home page, on the My Work panel, open the Approvals tab.
  2. Click the arrow next to the approval name.
    A drop-down menu is displayed.

  1. From the displayed list, click View Comments.
    The View Comments pop-up window is displayed.

To remove an approval from the My Work panel

  1. On the Home page, on the My Work panel, open the Approvals tab.
  2. Click the arrow next to the approval name.
    A drop-down menu is displayed.

  1. From the displayed menu, click Remove from My Work.
    The task is removed from the My Work panel.

To follow/unfollow an approval

  1. On the Home page, on the My Work panel, open the Approvals tab.
  2. Click the arrow next to the approval name.
    A drop-down menu is displayed.

  1. From the displayed list, click Unfollow in case you do not want the approval to appear in the Following panel on the Home page.
  2. To follow the approval again, whenever needed, repeat the previous two steps, and then click Follow.