DESCRIPTION

This article will show you how to efficiently approve multiple Annual Operating Plans (AOPs), saving you time and streamlining your workflow. By approving multiple AOPs at once, you can keep your projects moving forward and ensure your data entry tasks are completed efficiently.

pushpinThis process is designed for situations where you need to approve several AOPs quickly. Remember that you can only approve AOPs in bulk if you have the individual permissions to approve them. This ensures that the right people are always reviewing the right plans.

STEP 1: Accessing AOP Approvals

  • Navigate to AOP Approvals: To start, you need to navigate to the AOP approval section.

    • From the top menu, click on Approval.

    • From the dropdown options, select AOP Approvals.

pushpinThis is where all your pending AOPs are listed, waiting for your review.

STEP 2: Selecting AOPs for Bulk Approval 

  • Select AOPs for approval: Once you are on the AOP Approvals screen, you'll see a list of AOPs. You have the flexibility to approve all or a specific subset of these plans.

    • To approve all AOPs displayed: Check the top checkbox. This will automatically select every AOP on the current page.

    • To approve a specific subset of AOPs: Individually check the boxes next to each AOP you wish to approve.

STEP 3: Initiating the Bulk Approval Process

  • Initiate the Approval: After you've made your selections, it's time to process the approvals.

    • After selecting your desired AOPs, the Approve Selected button will appear. Click this button to proceed.

    • A "Bulk Approval" pop-up window will appear. This window displays a summary of the Annual Operating Plans you are about to approve.

    • Use the comment box to leave a comment that will be applied to all selected AOPs.

    • Take a moment to review this information to ensure everything is correct.

    • Click Submit to finalize the approval of the selected AOPs or click Cancel to return to the selection screen if you need to make changes.   

What Happens After Approval

  • Review your approvals: Once you submit your bulk approval, the system processes the selected AOPs. Here's what you can expect:

    • Processing: The system will begin processing the approval for each selected AOP.

    • Verification: You can verify your approvals by navigating to the AOP Dashboard. From there, click on Manage Workflow for the AOPs you just approved.

    • Review Status: Within the workflow, you will see the "Approved" status and any comments for each individual AOP approval step.

    • Full AOP Approval: If your approval task is the final step in an AOP's workflow, the entire AOP's status will change to "Approved."

Frequently Asked Questions

1. What if I accidentally select an AOP I didn't mean to approve? Before clicking "Submit" in the "Bulk Approval" pop-up window, you can cancel and return to the selection screen. Your selected AOPs will remain, allowing you to deselect any you don't wish to approve.

2. Can I approve AOPs that I don't have individual permissions for? No, the system enforces role-based access. You can only approve AOP workflow steps in bulk that you are also permitted to approve individually.

3. Will adding a comment apply it to all selected AOPs or just one? Any comment you add in the "Bulk Approval" pop-up window will be applied to all the selected Full AOPs, providing a consistent note across your approvals.

4. How do I know if the bulk approval was successful? After submitting, you can navigate to the AOP Dashboard and click on "Manage Workflow" for the AOPs you approved. There, you can review the "Approved" status and comments for each individual AOP approval step.