Enabling and configuring account data approvals

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in Envizi™ ESG Suite, you can enable account data approvals and customize the approval workflow settings to suit your organizational data governance policies.

Before you begin

You can request to have all of your historical account records with a start period before a specified date to be bulk approved. This step is required only if you have a large amount of historical account data that was captured in IBM® ESG Suite before the enablement of the account data approvals feature.

If you require historical account records to be bulk approved, advise your IBM support team or IBM partner of the historical data approval date at any time after the approvals feature is enabled. If you do not request historical data to be approved, an approval status needs to be manually set for all existing records so that the records are correctly accounted for in the approved percent calculation for downstream reporting.

About this task

Use the following procedure to enable account data approvals and configure approval settings to suit your organizational data governance policies.

Procedure

  1. Enable the account data approvals feature in the Admin > Organization Preferences > Data Management Preferences page.
    The account data approvals settings become visible in the Account Data Approval Preferences page.
  2. Click Admin > Account Data Approval Settings and configure the following settings:
    Approval workflow type
    Select either a 2-step review and approval workflow, which is the default, or a 1-step approval only workflow. The 2-step workflow enables the Pending Review and Reviewed workflow steps that are hidden in the 1-step workflow.
    Review process bypass
    You can select this option to enable approvers to bypass the Pending Review and Reviewed workflow steps. This option is visible only if you select the 2-step review and approval workflow.
    Separation of duties
    You can enforce separation of duties so that each of the following actions must be performed by a different user:
    • Record creation
    • Record reviewer
    • Record approver
    Flag settings
    By default, all account records that are created after the approvals feature is enabled are assigned the Created status. If you have large volumes of automated data that are uploaded by file, you can choose to have a different default approval status for the data by changing the following flag settings. For example, to automatically approve data that is uploaded by file, use the following settings:
    • Set Flag manually captured records to Yes.
    • Set Default approval status flagged records to Created.
    • Set Default approval status non-flagged records to Approved.