Reviewing an approval request for a scenario

As an approver for scenarios, you have the ability to approve or reject the proposed changes within a scenario:

• When you approve a scenario, you give the go-ahead for the changes in the scenario to be merged to your primary organization.
• When you reject a scenario, you send the scenario back to the proposer with constructive feedback for additional edits and changes.

You receive an email notification when someone requests your approval for a scenario as well as a To-do in the My To-Dos section of your ChartHop home page.

To review a scenario:

1. From the My To-Dos section of the ChartHop home page or the email notification, select the Review scenario action for the scenario you want to review.
2. Review the changes proposed within the scenario. 
   • The Changes tab displays a summary of all changes, including any new jobs or changes to compensation and headcount.
   • The cost summary at the top of the scenario indicates the total cost of all the proposed changes.
   • You can also visualize the proposed changes using the Org Chart, Data Sheet, Map, and Impact tabs. Each of these tabs displays your organization as it would appear were the proposed changes to be enabled and put into effect.
3. Once you are done reviewing, you can either approve or reject the scenario (see below).

If you change your mind about an approval, you have the ability to withdraw your approval. You can only withdraw your approval for approved scenarios that have not been merged yet.

To withdraw your approval:

1. Access the scenario whose approval you want to withdraw. The scenario should have a status of Approved.
2. In the banner at the top of the screen, select Withdraw approval.
3. Enter a reason for withdrawing the approval. 
   • Any comments you enter are added to the Comments section at the bottom of the scenario.
4. Select Withdraw.
   • The status of the scenario changes from Approved to Open.
   • ChartHop sends an email notification that the approval has been withdrawn to you and the proposer.