Setting up an approval process for a page

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After you enable approvals for your portal, you can define the approval process. An approval process consists of one or more steps in which a newly created or updated item must be approved before it can be published. When a step in the approval process includes multiple users and/or groups, you can specify whether:

• The notification is sent to approvers in the step one at a time in the specified sequence, and all of the approvers must respond before the item is routed to the next step.

• The notification is sent to approvers in the step all at the same time, and all of the approvers must respond before the item is routed to the next step.

• The notification is sent to approvers in the step all at the same time, and only one of the approvers must respond before the item is routed to the next step.

Approvals can be enabled at the page level. A page-level approval process overrides that of the page group, and sets up an approval process that is unique to the page.

Note: You must be a page group administrator (with the Manage All privilege on the page group), or page manager (with the Manage privilege on the page), to set up an approval process for a page.

To set up an approval process for a page:

Note: To set up an approval process for a page, you must select Override the Page Group Approval Process when enabling approvals for the page group. This allows the page's approval process to override the approval process of the page group. It also adds an Approval tab to the page properties from which you can set up the approval process for the page.

1. Edit the page properties. Click Properties next to the page name in the Navigator.

2. Click the Approval tab.

3. Select Define a New Approval Process for the Page.

   Note: If you do not select this option, the page uses the approval process defined for the page group.

   The Approval Routing List section now appears.

4. In the Approvers field in the Approval Routing List section, select one or more approvers (users or groups) for the first step of the approval routing list. Click to add a user, or to add a group.

   Notes:

   • Use a semicolon (;) as the separator between multiple users and groups. Each step of the approval routing list can include both users and groups.

   • It is recommended that approvers have at least View privileges on the page that includes the item to be approved (so that they can view the page).

   • Portal provides the following special approvers:

     • #PAGE_GROUP_MANAGER#: Any user or group with the Manage All privilege on the page group, or the Manage All global level privilege on all page groups.

     • #PAGE_MANAGER#: Any user or group with the Manage privilege on the page.

     • #CONTENT_MANAGER#: Any user or group with the Manage Content privilege, or the higher-level Manage privilege, on the page.

5. In the Routing Method for Approvers list, choose a routing method for the first step of the approval routing list:

   • One at a time, all must approve (Serial, All) - This sends the approval to approvers in the step one at time in the sequence specified. All of the approvers must respond to the approval.

   • All at the same time, all must approve (Parallel, All) - This sends the approval to approvers in the step all at the same time. All of the approvers must respond to the approval.

   • All at the same time, only one must approve (Parallel, Any) - This sends the approval to approvers in the step all at the same time. Only one of the approvers must respond to the approval.

6. Click Add Step to continue adding steps to the approval routing list.

   For each step, select approvers and a routing method. Each step you add is listed in the Current Approval Process section. You can edit existing steps by clicking the list of users and groups, or the icon. When you edit a step, the step details are displayed in the routing method section and the Add Step button changes to Update Step.

7. Click OK when the approval routing list is complete.

   An approval routing list is now defined for the page.

Notes

• If there is an active approval process pending for an item, the approval routing steps for the item can not be reordered. If the approval routing list is changed at the page group or page level, it does not affect the process pending for the item. However, the administrator can still delete routing steps and edit the recipients in individual steps of the pending process (but not reorder the steps).
  

• Because Oracle Internet Directory (OID) can include multiple directory containers that use the same group names, the distinguished name (DN) is displayed next to any group that does not belong to the local Oracle9iAS Portal instance.

Related topics

Approving an item
Enabling approvals and notifications
Setting up an approval process for a page group
Setting up expiry notifications for a page group
Customizing the My Notifications portlet
Customizing the My Approval Status portlet
Customizing the Pending Approvals Monitor portlet

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