Help Screen

WebSite Director

APPROVING

This screen allows you to confirm the Approve function that you initiated on the previous page. 

INFORMATION ON THIS SCREEN:
Approving The Request Type (i.e., ADD, MODIFY, etc.), and path and filename of the request; this information may not be changed on this screen.
Select Next Stage

This drop-down box displays the stages into which the request may be approved. Select the name of the stage to which you want to approve the request.  

If the stage to which you wish to approve the request is not in this list, and you have "Modify Approvals Needed" system permission (see User Permissions ), complete the following steps to make the appropriate changes to Approvals Needed:

  1. Click CANCEL on this screen to return to the previous screen.
  2. Select Edit Request, then select Properties.
  3. On the Properties screen, select Approvals Needed.
  4. On the Approvals Needed screen, select the stage to which you wish to approve the request. You may also select/deselect other stages in the list, or change the Approval Class (the Approvals Needed selections will change to those assigned to the new Approval Class).
  5. After you have made your changes, click Update to return to the Edit Request screen.
  6. On the Edit Request screen, select Return to return to the workflow stage where you can continue with the Approve process.

Note: If you select a stage other than the next designated stage, the stages that are bypassed will not be notified, accessed, or listed in the Approval History.

Previously Entered Comments This window displays comments previously made about the request.
Your New Comments

You may enter your  comments in this window. If you only have "Access" permission for the stage (set on the User Permissions screen) you may enter comments if "Allow comment editing in View-only stages" has been set to "Yes" on the System Policies screen.

Append Name and Date to Comments If present, this checkbox allows you to append your name and the date to the comments you enter about the request. The default for this field is set on the System Policies screen.

FUNCTIONS:
APPROVE

To approve a request:

  1. Select the next stage for the request from the Select Next Stage drop-down list.
  2. Type your comments.
  3. If present, make sure the Append Name and Date to Comments checkbox is checked is you want to append this information to your comments. 
  4. Click APPROVE to send the request to the stage selected in the Select Next Approval Stage box. WSD confirms the Approval.
    Note: If you have approved a request to the Publishing stage, it will be published either Immediately, Tonight or on a future date based on 
    1. the default timeframe set on the Default Publication Date set on the System Policies screen, or 
    2. the date selected for this request on the Properties screen.
    If you are not sure, verify the Publication date on the request's Properties screen.
CANCEL Cancels the approval and returns you to the previous screen. 

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