ALM: User Guide

Approval of project artifacts (Issues, Tasks, requirements, test documentation, and operational documentation) is implemented by the licensed module "Approval of requirements and documentation".

Approval capabilities let you:

• Define the set of approvers by specifying project roles, teams, or specific users registered in the system.
• Create work items for all approvers, specifying the required completion date. Such work items are shown in the "Assigned work" list or in "Work by assignees". The system automatically notifies users when the due date of planned work is approaching, for example approvals that are required.
• Track approval progress both for one approver and for all approvers.
• Manage questions and comments on the project artifact being approved.
• Organize a staged process of approval and sign-off by different groups of approvers.
• Record standard groups of approvers (approval sheet templates) and automate creation of approval sheets using system actions and templates.

Approval processes are built into the lifecycle of a project artifact and are customized by means of system actions bound to transitions or statuses.

Approval parameters are stored in the approval sheet. The "Approval" module lets you view the list of all approvals and manage them. Use the "Active" filter to select current and completed approval sheets.

Use the menu item that corresponds to the transition for which the "Create approval" system action is defined. In the demo process "Requirements-driven development" this is the "Submit for approval" item.