Concepts

Tasks

Settings

Sending a Safety Object for Approval

APM supports the approval process for safety provisions and override incidents. Your site’s approval settings determine which, if any, safety objects require approval. If the approval process is enabled, it is typically used to vet the draft version of the safety provision before it is promoted to the current version and available for general use. Override incidents are typically sent for approval after they are created and then redrafted to vet any time extensions required.

The object’s status determines if it is ready to be sent for approval, as well as whether its properties can be edited and whether the draft version is promoted.

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

This topic explains how to send a safety object to be approved.

To Send a Safety Object for Approval

1.	Open the object that you want to send for approval. Click the object menu (for example, Provision) and then Send for Approval.

Tip: You can also select the site’s Safety Management view, and the object’s tab. Right-click the object in the table and click Send for Approval.

Note: If the Send for Approval option does not appear in the menu, either approval settings have not been enabled for that type of object or the object’s status does not allow it to be sent.

The Send for Approval dialog appears. For example:

2.	Select the Approval Route from the list. Only approval routes that are valid for safety objects 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 originator of the document being sent for approval or the employee who is sending the approval request. The name of the person considered to be the originator is shown in this section.

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 approval request is sent to the first approver on the approval route selected and the approval status is updated (shown in the window banner). If a safety status is linked to the event, the safety status is updated.