How do I see the policies requiring my approval?

Issue/Objective

To understand the Policies Requiring Your Approval report

Environment

PolicyStat

Procedure/Resolution

Click to view these steps in the legacy PolicyStat interface.

The Policies Requiring Your Approval report is a list of policies waiting for you to review and approve them. They appear on your home dashboard as you are a member of an Approval Workflow and the policies are awaiting your review and approval. The homepage view will only display up to 5 policies you need to approve. If you have more than 5, you'll need to take one of the following actions to view them all.

From the Homepage, Click Reports at the top of the page and select Pending Approval.

• Alternatively, you can also click the circled number to the right of the heading Policies Requiring Your Approval to go to the detailed report page. 

Homepage View

The report Pending Approval report displays 1) clickable Title to access the document, 2)  Area/Category/Department, 3) site/location Applicability for the document, 4) next Required Approver 5) Step Description for the Approval Workflow, 6) amount of time since the approval assignment was created, 7) if the document content was changed (labeled as Changed, Unchanged or New), 8) Scheduled Effective Date if one is set; otherwise it will indicate Upon Approval.

TO SEE OTHER USER'S PENDING DOCUMENTS
For Areas you have permission to Edit documents in, you can switch to see Everyone's documents that are pending approval.  Click Everyone's at the top left under the Policies Pending Approval heading. 

WHY DO I SEE THE THIS REPORT?

As a member of an Approval Workflow, you are required to review the policy content and either approve, edit or reject the policy. You have the ability to make edits to the content and then re-pend the policy for approval back through the Approval Workflow again.

WHAT DOES THE REPORT MEAN?

The quick view of the report displays the top five policies and the effective date targeted for the policy to be made active.  The Effective date is contingent on all approvals occurring prior to or by that date.  If the approvals do not occur by that date, the policy is made active after all approvals are completed.  For more information on this function see: What is Scheduled Effective Date?

HOW DO I APPROVE A POLICY?

For more on approving a policy, see: How do I Approve a Pending Policy?

For more on rejecting or editing a policy, see: How do I Edit a Pending Document?