Creating & Managing AI Governance Workflows
The Inventory Manager menu in AI Governance provides easy access to create and manage workflows that have been created for given inventory object types. Here you can view what system and custom workflows are available, their respective stage names, details, and rules, and their current activation status.
To create new workflows
- Click the View button for the desired inventory type.
- Enter a name for the new workflow, then click the Create button.
The Workflow details screen appears.
- The new custom workflow has four stages: Not Started, In Progress, Under Review, Completed. You can rename the stages, change the badge color and description for each stage, and add new stages between them to account for additional review steps.
- The Stage details tab includes three advanced settings for managing stages.
- Set required attributes for this stage
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This enforces the completion of the required attributes before the workflow advances to the next stage. Additionally, you can customize the title and guidance that appear on the confirmation modal of the selected attribute.
When an approver advances the stage, the confirmation modal appears and displays your content:
- Set as approval stage
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This will prevent the workflow from advancing to the next stage until all added approvers have acknowledged and completed their part of the stage review. Enabling this setting will populate theAuto-advance on approvalsetting so that you can choose which system users or users with a particular attribute are required to approve before the workflow automatically advances. Add one or more fields to refine the auto-advance preferences.
The Set approval requirement setting lets you choose the ANY or ALL condition, so that either one or all approvers must approve before the stage can be advanced.
Note:You also have the option to bypass certain approvers during workflow fulfillment. Bypassing will override approval requirements even if ALL approvers are configured here. See more on bypassing below.
- Allow comments when moving to another stage
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This provides users with an opportunity to add a comment before moving to the next stage. You can also mark if a comment is required before the stage can be advanced.
To advance workflow stages
- Click the Next stage button to move the record to the next workflow stage.
- Click the Continue button to revert the workflow. This will impact workflow approvals if configured for this workflow.
Optional: select to run rules and actions associated with the stage transition.
- To change the record to a different workflow, click the Change workflow button.
The Change workflow modal appears.
The modal shows the number of approvers in the current workflow. Select a published workflow, and then choose the stage you want to use. Click the Save button.
Optional: select to apply stage rules at the beginning of the next stage.
To conduct reviews of workflows
To review workflows, you must be an approver. If you have the Bypass Required Approvals permission and are an approver in the workflow, you can also advance stages without requesting approval. This permission (and its respective variations for Project, Models, and AI Systems) is given to AI Governance Manager roles by default.
- For the Result field, select either Approve or Reject. You may also see the option to bypass other approvers if only one is needed to advance the stage and submit your approval.
Important:
Even if a stage requires approval from ALL approvers before it can advance, the bypass option overrides that requirement, allowing it to advance without additional approvals.
You have the option to provide a comment to explain this decision.
To set a workflow as the default
- Click the View button for the desired inventory type.
To archive a workflow
The workflow must be in a Published state.
To unarchive a workflow
The workflow must be in an Archived state.
To clone a workflow
To delete a workflow
The seeded workflows cannot be deleted.