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Approve an initiative

The initiative approval step will be where the responsible users, defined in the approval route of the initiative, will evaluate the result for the evaluation and other information concerning the initiative, and will decide on whether the initiative will be implemented or not.

Since your user is set as the one responsible for approving the initiative, the task will be pending for you.

To approve the initiative, simply follow the steps below:

Access the My tasks > Portfolio > Initiative approval menu.

Select the previously evaluated initiative and click on the button. In this case, the initiative with "00049" as the ID #, and "Quality management system" as the name.

On the screen that will open, in the Approved field, select "Yes" or "No" to determine whether the initiative has been approved or not.

In the Comment field, type any comment about the approval, such as: "Approved for implementation".

Click on the button.


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