{"id":58827,"date":"2023-02-17T13:26:23","date_gmt":"2023-02-17T05:26:23","guid":{"rendered":"https:\/\/oihelp.corporate.ifs.com\/help\/sentinel\/getting-started-with-sentinel\/workspace-approvals\/"},"modified":"2024-07-09T08:47:08","modified_gmt":"2024-07-09T00:47:08","slug":"workspace-approvals","status":"publish","type":"page","link":"https:\/\/oihelp.corporate.ifs.com\/help\/sentinel\/getting-started-with-sentinel\/workspace-approvals\/","title":{"rendered":"Sentinel Workspace Approvals"},"content":{"rendered":"\n<p class=\"intro-text\">The <strong>Workspace Approvers<\/strong> function is only applicable when <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/sentinel\/sentinel-primers\/sentinel-monitors\/\">Change Management<\/a> is enabled.<\/p>\n<p class=\"intro-text\">When a new workspace is added or edited, approvers for that workspace can be selected in the <strong>Approvers<\/strong> panel. Note that users with a security role that has the <strong>Workspaces Approve <\/strong>privilege can approve any submitted monitor.<\/p>\n<h2 class=\"page-subheading\">View Pending Approvals<\/h2>\n<p class=\"intro-text\">Approval or rejection of monitors is part of Change Management, and only applies if Sentinel has been configured to use change management.\u00a0<\/p>\n<p class=\"intro-text\">To approve or reject monitors that require approval within a workspace, follow these instructions.<\/p>\n<ol class=\"intro-text\">\n<li>In the Workspace panel, right-click on the relevant <strong>workspace<\/strong> <img loading=\"lazy\" decoding=\"async\" width=\"20\" height=\"20\" class=\"wp-image-59664\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/03\/word-image-58827-1.png\" \/><strong>.<\/strong><\/li>\n<li>Select <strong>View Pending Approvals<\/strong> <img loading=\"lazy\" decoding=\"async\" width=\"16\" height=\"16\" class=\"wp-image-59665\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/03\/word-image-58827-2.png\" \/> from the list.\u00a0<br \/>\nThe <strong>Pending approvals page <\/strong><span style=\"font-family: 'Segoe UI', Arial, sans-serif;\">opens for the workspace. The page contains a list (if any) of all pending approval monitors in this workspace.<\/span><\/li>\n<li>Approve or reject the various monitors, as shown in the following section.<\/li>\n<\/ol>\n<p class=\"note\">Note: You can also approve or reject monitors awaiting approval from My Tasks.<\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Approve or Reject a Monitor<\/h2>\n<p class=\"intro-text\">The <strong>Pending approvals<\/strong> list contains the following information for monitors awaiting approval:<\/p>\n<table>\n<tbody class=\"intro-text\">\n<tr>\n<td><strong>Action<\/strong><\/td>\n<td>This column contains an <strong>Approve<\/strong> <img loading=\"lazy\" decoding=\"async\" width=\"16\" height=\"16\" class=\"wp-image-59666\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/03\/word-image-58827-3.png\" \/> button, and a <strong>Reject<\/strong> <img loading=\"lazy\" decoding=\"async\" width=\"15\" height=\"16\" class=\"wp-image-59667\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/03\/word-image-58827-4.png\" \/> button.<\/td>\n<\/tr>\n<tr>\n<td><strong>Item<\/strong><\/td>\n<td>The monitor name.<\/td>\n<\/tr>\n<tr>\n<td><strong>Version<\/strong><\/td>\n<td>The minor version number of the monitor; this is the version that requires approval.<\/td>\n<\/tr>\n<tr>\n<td><strong>User<\/strong><\/td>\n<td>The username of the person who added or changed the monitor to create this minor version.<\/td>\n<\/tr>\n<tr>\n<td><strong>Time<\/strong><\/td>\n<td>The date and time that the version was saved.<\/td>\n<\/tr>\n<tr>\n<td><strong>Comment<\/strong><\/td>\n<td>The approval \/ rejection comment.<\/p>\n<ul>\n<li><strong>Approval Comment<\/strong>: This is the comment that is added when the pending monitor changes are approved. This comment is mandatory if the approval comments setting, ApprovalCommentsRequired, is set to True in the <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/sentinel\/administration\/sentinelconfig\/\">Sentinel configuration file<\/a>.<\/li>\n<li><strong>Rejection Comment<\/strong>: This is the mandatory comment that is added when the pending monitor changes are rejected.<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<hr \/>\n<h3>Approving or Rejecting the Monitor Version<\/h3>\n<p class=\"intro-text\">Locate the monitor whose latest version you want to approve or reject.<\/p>\n<p class=\"left-bar\">Tip: To open the monitor page from here, hover the mouse over the monitor name, and click on the View Version <img loading=\"lazy\" decoding=\"async\" width=\"11\" height=\"17\" class=\"wp-image-59668\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/03\/word-image-58827-5.png\" \/> icon that appears.<\/p>\n<p class=\"intro-text\"><strong>To approve the new version: <\/strong><\/p>\n<ol class=\"intro-text\">\n<li>Click <strong>Approve<\/strong>.<br \/>\nIf the approval comment is mandatory (as defined in the Sentinel configuration file), the <strong>Approval reason<\/strong> screen appears.<\/li>\n<li>In the <strong>Reason<\/strong> edit box, type an approval reason. Then click <strong>OK<\/strong>.<\/li>\n<\/ol>\n<p class=\"intro-text\">The monitor version is approved, the version number changes to a major version number, and the monitor is removed from the list of pending approvals.<\/p>\n<p class=\"intro-text\"><strong>To reject the new version: <\/strong><\/p>\n<ol class=\"intro-text\">\n<li>Click <strong>Reject<\/strong>. The <strong>Rejection reason<\/strong> screen appears.<\/li>\n<li>In the <strong>Reason<\/strong> edit box, type a rejection reason. Then click <strong>OK<\/strong>.<\/li>\n<\/ol>\n<p class=\"intro-text\">The monitor version is rejected, the minor version number is retained, and the monitor is removed from the list of pending approvals.<\/p>\n<p class=\"intro-text\">Continue approving or rejecting the remaining monitors on the list, as described in the previous step.<\/p>\n<hr \/>\n<h3>Approve All<\/h3>\n<p class=\"intro-text\">If there is more than one monitor pending approval within a single workspace, you can approve all monitors in a single batch. This is particularly useful for when you have imported several monitors that all require approval. All approvals done in this way have the same approval comment.<\/p>\n<p class=\"intro-text\">To approve all pending approval monitors within a workspace:<\/p>\n<ol class=\"intro-text\">\n<li>Click <strong>Approve All<\/strong>, located above the approvals grid, in the pending approvals tab for that workspace.<br \/>\nIf the approval comment is mandatory (as defined in the Sentinel configuration file), the <strong>Approval reason<\/strong><span style=\"font-family: 'Segoe UI', Arial, sans-serif;\"> screen appears.<\/span><\/li>\n<li>In the <strong>Reason<\/strong> edit box, type an approval reason. Then click <strong>OK<\/strong>.<\/li>\n<\/ol>\n<p class=\"intro-text\">The monitor version for each of the pending monitors in this workspace is approved, and the version number for each of these monitors changes to a major version number. If a reason was supplied, this applies to all of the approved monitors.<\/p>\n<p class=\"intro-text\">The pending approvals tab closes.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Workspace Approvers function in Sentinel is only applicable when Change Management is enabled. When a new workspace is added or edited, approvers for that workspace can be selected in the Approvers panel. <\/p>\n<p class=\"continue-reading-button\"> <a class=\"continue-reading-link\" href=\"https:\/\/oihelp.corporate.ifs.com\/help\/sentinel\/getting-started-with-sentinel\/workspace-approvals\/\">Read more<i class=\"crycon-right-dir\"><\/i><\/a><\/p>\n","protected":false},"author":1,"featured_media":67342,"parent":58766,"menu_order":25,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":"","_members_access_role":[],"_members_access_error":""},"categories":[11],"tags":[1000,996,998,978,741,999,997],"class_list":["post-58827","page","type-page","status-publish","has-post-thumbnail","hentry","category-tutorial","tag-approvalcommentsrequired","tag-approvals","tag-approve","tag-change-management","tag-monitor","tag-pending","tag-reject","Product-sen"],"_links":{"self":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/58827","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/comments?post=58827"}],"version-history":[{"count":8,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/58827\/revisions"}],"predecessor-version":[{"id":65239,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/58827\/revisions\/65239"}],"up":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/58766"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media\/67342"}],"wp:attachment":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media?parent=58827"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/categories?post=58827"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/tags?post=58827"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}