Using the Issue Workflow and Approval Tab

All issues using an advanced workflow in the Issues Manager will have a Workflow & Approval tab on the Issue Details screen. This tab is used by approvers in the current workflow stage to review the issue. The approvers review the issue and have the option to accept or reject.

Note:

A basic workflow uses the existing default issues management workflow. You still have the ability to create custom workflows when this option is selected.

An advanced workflow can be customized and configured to add workflow rules, auto advance on approval, and set approval stages.



When an approver is added to a workflow stage and that stage is triggered, a Ready for Review email will be sent to the approver. This email indicates that the user is needed to approve or reject the issue in the current stage.

To navigate to the Workflow & Approval tab

These steps begin once the approver receives the Issue Ready for Review email:



  1. Click the View Issue button in the Issue Ready for Review email. The Issue Details screen will appear.
    Note:

    You can also access this screen by navigating to the issue within the IT & Security Risk Management, Policy Management, Compliance Automation, and Third-Party Risk Management modules.



  2. Click the Review button. The Review modal will appear.

To approve or reject the issue

  1. Navigate to the Review modal.
    Note:

    To view the Review modal, click the Review button on the Issue Details screen.

  2. Complete the fields.


    Field
    Description
    Result

    Select Approve or Reject.

    Comments

    Enter comments you have about the approval or rejection of the issue.

  3. Click the Submit Review button.

To submit the issue for a re-review

You can make changes to the issue record and submit another review that will generate an email to the stage approvers, informing them that the issue is ready to be re-reviewed.



  1. On the Issue Details screen, click the Submit for Review button in the Issue Review section.

    The Submit for Review modal appears.

  2. Enter comments as needed that will be viewable by the issue approvers.
  3. Click the Submit button to submit the issue to the assigned approvers for review. The approvers will receive an Issue Ready for Review email.

To change your review

If you have rejected an issue or if an issue is still pending review from another approver, you can change your review.

  1. On the Issue Details screen, click the Change Review button.

    The Review modal appears.

  2. Change your review of the issue as needed.
  3. Click the Submit Review button.

To view the audit history of approvals

The approval workflow Audit History retains all audit history of approvals regardless of the stage transitions. The audit history from older stages is never removed.

  1. On the Workflow & Approval tab, scroll down to view the Audit History.


  2. Click the Sort icon button to change the order of the activity log (ascending/descending).
  3. Click the Collapse All button to close the detail view for each item.
  4. Click the Expand All button to expand each item to show details about the changes made.
    Note:

    The Expand All button appears in place of the Collapse All button when all of the items are collapsed.