Enabling approvals
In the Approvals page, you can determine whether approvals are required for proposed changes to your organization and how they’re handled.
When you enable approvals for scenarios, scenarios go through an additional review and approval process before they can be merged to your Primary organization.
Instead of moving directly from an Open status to a Merged status, scenarios go through review and can be merged only when they have a status of Approved. Learn more.
You select approvers who review and approve all submitted scenarios and specific people to notify once the scenario is approved so they can merge the scenario. A scenario is considered approved once all approvers have given their approval.
To enable approvals for scenarios:
- From the left sidebar, select Admin.
- From the sub-menu, select Approvals.
- Turn on the Enable approvals setting.
- From the upper right of the page, select the button Create approval chain.
When you enable approvals, you must define at least one Approval Chain. When an approval chain is not defined, the Enable approvals setting is automatically disabled.
Approvers must be users in ChartHop within a job. Approvers are automatically added to submitted scenarios as a collaborator with Editor permissions. Learn more.Select a fallback approver
When you turn off the Enable approvals setting, approvals requirements are removed for scenarios. You can merge scenarios to primary without review and approval as long as you have the Owner or Org editor roles.
Any scenarios that have not been merged (with a status of In Review, Rejected or Approved) revert back to the Open status. Learn more.
