Assessments Approval workflow

The Assessments Approval workflow facilitates a formal review process for assessments that require approval. It is relevant and triggered only if the GovernanceRequire a review setting is enabled in the template used in the assessments.

• Assessments Approval workflow
• • Workflow requirements
  • Starting the workflow
  • Reviewing the Assessment Review asset

Workflow requirements

For the Assessments Approval workflow to function:

• A Business Steward must be added as a responsibility to the domain (or its community) that is selected when submitting the assessment.
• The Business Steward must have a global role with the Workflow > Participate in Workflow global permission.
• If the workflow is configured for a different resource role, that resource role must be added as a responsibility to the domain.

Starting the workflow

When you submit an assessment:

• An Assessment Review asset is created in the domain you selected when submitting the assessment. If the Assessments Approval workflow is disabled, the asset status is New. If the workflow is enabled, the asset status is Under Review.
  Tip To open the Assessment Review asset page, on the assessment page, click Open the Review AssetView submission. Neither the Assessment tab on the asset page nor the submitted assessment can be edited.
• The Assessments Approval workflow is triggered. This workflow notifies the Business Steward (by default) that an Assessment Review asset is ready for review, prompting them to approve or reject the asset. If needed, the workflow can also be configured to work with a resource role other than Business Steward.

Reviewing the Assessment Review asset

Go to Approve or reject an assessment.