From ICIHelp8.2
Jump to: navigation, search
Line 1: Line 1:
 
<font face=" Segoe UI ">
 
<font face=" Segoe UI ">
  
[[ICM Help| Home]] > [[Templates]] <br\>
+
[[ICM Help| Home]] > [[Templates]] <br/>
Every Template has a team consisting of primary owner, secondary owner, approver, and so on. Approver has a right to approve or to reject a Template.<br/>  
+
Every Template has a team consisting of a primary owner, a secondary owner, an approver, and so on. Approver has a right to approve or to reject a Template.<br/>  
  
 
To approve a template: <br/>
 
To approve a template: <br/>

Revision as of 11:58, 13 April 2016

Home > Templates
Every Template has a team consisting of a primary owner, a secondary owner, an approver, and so on. Approver has a right to approve or to reject a Template.

To approve a template:

1. On the Home page, click the Notifications tile, and then the Tasks tab. A list of tasks pending for your action appear.

Approve notificanNew.jpg

2. Click the template name link that you want to approve. The Template Details page is displayed.
Click one of the following buttons:

  • Download: Click to download the template.
  • Edit: Click to Edit the template.
  • Approve - Click to approve the template.
  • Reject - Click to reject the template.

Approve template.jpg

3. In the Add Note dialog box, type appropriate comments, and then click Add. The status of the template changes to Approved.
When you click Reject, you have to add your comments and select the reason for rejection. After you approve or reject, the status of the template changes to Draft and the template has to go through the approval process again.

Add note.jpeg


Related Topics:
ICM Help