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Sending an RBI Analysis for Approval

This topic explains how to send an analysis to be approved.

Tip: For general information about the approval process, see Document Approvals. For instructions on approving requests, see Approving a Document.

If your organization uses the APM formal approval process, it is typically employed to vet the analysis when implementation has been completed for all failure modes. An analysis can be sent for approval when:

•	The site’s approval settings specify that strategy development analyses must be approved and there is an approval route that includes them

•	The analysis type requires approvals

Note: You cannot enable the approval process in the properties of individual analyses. An analysis type that requires the approval process must be assigned to the analysis.

•	The analysis has the status “Analysis Completed” or “Closed”

•	The analysis’ study status (if any) allows it to be sent for approval

Tip: To view information about the analysis’ approval requests, select the History view and the Approvals tab. Information about the current and historical requests is displayed.

To Send an Analysis for Approval

1.	Open the analysis that you want to send for approval. Click the Analysis menu and then Send for Approval.

Tip: You can also right-click the analysis in a table and click Send for Approval.

The Send for Approval dialog appears. For example:

2.	Select the Approval Route from the list. Only approval routes that are valid for strategy development analyses and the analysis type are listed.

3.	Enter a comment, if you wish. Requester comments are displayed in the site’s Approvers view, Requests tab, as well as in the Approval Request window in the Request Info tab.

4.

Select whether or not the approval request’s originator will be notified by email when the approval route is completed. Depending on the site’s settings, the originator might be either the creator of the analysis or the employee sending the approval request. The name of the originator is shown in the Notification area.

To have APM automatically send an email to the originator when all approvers have reviewed the request, select Yes, send an email when the approval process is complete.

5.	Click Send for Approval. The request is sent to the first approver on the route and the approval status is updated (shown in the window banner). If a study status is linked to the event, the status is updated.