Copying approval processes
You can copy an approval process to create another approval process that is similar to an existing one. You can make a copy of the existing approval process and modify the copy, leaving the original approval process intact.
1.
Open the approval process that you want to copy.
a.
Select
Operations > Approvals
. The
My Active Approvals
view displays by default.
b.
If the approval process you want to copy is not available in this view, select
All Approvals
.
2.
Click the
Copy this Item
icon (
).
3.
Click
OK
when
Marketing Operations
prompts to copy the approval.
The copy of the approval process opens. The copy is titled "Copy of
original approval name
." Its status is
Not Started
.
4.
Modify any information that you want to change in the copy and click
Save Changes
.
The copy appears in your
All Approvals
view.
Details copied
The following details are copied.
List of approvers and whether they are required or optional
List of owners
The subject, with "Copy of" before the original approval name
Target Due Date
Sequence
Description
Items to approve
Details not copied
The following items are not copied.
Any instructions for individual approvers are not copied.
The contents of the message board are not copied.
Information from the Analysis tab is not copied.
The copy is not linked to any project workflow, even if the original is. That is, copying an approval creates a stand-alone approval
Copyright IBM Corporation 2014. All Rights Reserved.