Ideas › Idea Overview › How the Idea Approval Process Works

How the Idea Approval Process Works

The Idea Approval process is an out-of-the-box idea process. The process helps the CA Clarity PPM process administrators to manage the submission, review, approval, or rejection of ideas. By default, this process is not active. The CA Clarity PPM process administrator activates before the idea can be started.

Customize a process using additional business rules. The process requires the CA Clarity PPM process administrator approval.

See the Administration Guide for more information.

For each action item this process sends, a notification is sent that coincides with the action item. The process locks the idea status for the duration of the approval process and does not allow any approver to change manually the idea status.

Following are the steps triggered from the Idea Approval process:

Set Status to Approved

Triggers when an Approver uses the action item to approve the idea. The idea status is set to "Approved".

Set Status to Rejected

Triggers when an Approver uses the action item to reject the idea. The idea status is set to "Rejected".

Set Status to Incomplete

Triggers when an Approver uses the action item to mark the idea as incomplete. The idea status is set to "Incomplete".

Resubmit

Creates and sends an action item to the idea originating requestor to complete and resubmit the idea. The Approver then requires to use the action item to resubmit the idea, or to set the idea status to "Submitted".

Notify Approved

Sends a notification to the idea originating requestor that the idea is approved.

Notify Rejected

Sends a notification to the idea originating requestor that the idea is rejected.

Set Status to Submitted

Triggers when an Approver uses the action item to resubmit the idea. The idea status is set to "Submitted" and returns to the start of the process.