Managing Custom Approval Statuses

Approval Statuses are custom labels built by organizations meant to communicate what products are approved, denied, or may have other conditions of use. This functionality is designed to streamline product searches and inquiries for internal users and the public. 

Creating Approval Statuses

Select the administration button on the left-hand navigation. 

Select the card titled "Approval Statuses"

Upon entering this module for the first time, the list will be blank. You may begin one of two ways:

1. Selecting the canned list option, which provides 3 approval statuses:
   1. Approved
   2. Under Review
   3. Not Approved
2. Choosing to create your own from scratch

 

Canned Statuses

1. Select the Approval Statuses card under the administration button on the left-nav
2. Click the button labeled "Initialize Approval Statuses"

Once this button has been selected, the page should look like the following:

These statuses may be edited and removed as the user desires. Users may create more statuses after selecting the canned option. 

 

Create New Approval Status

1. Select the button in the top-right corner of the page called "Create New Status"
2. Type a name for this status in the Status Label field
3. Provide a description for the status to further inform users of its meaning
4. Choose a color and icon to associate with the status
5. Save your status

Order Approval Statuses

Sorting and drop-down menu appearance is affected by the order of the approval statuses in the administrative module. You may manage the order these statuses appear in by using the movement icons on the management page. 

1. To move products to the top of the list, click the "Up" arrow on the left side of the status you wish to move
2. To move products to the bottom of the list, click the "Down" arrow on the left side of the status you wish to move

Assigning an Approval Status to a Product

Approval statuses are assigned to products on the product profile page. Products will have no status when they are first entered into the TMS. When a status has been assigned, the description and public approval comments will be shown to all users. 

1. Select any given product with no status                               
2. Select the Edit button in the top-right corner of the page
3. Select the edit pen for the Approval Status
4. Drop the status menu down to choose the status
5. Optional: Add an approval comment
6. Optional: Make the approval comment visible to all users in the TMS by selecting the checkbox for "Show to All Users"
7. Save your changes.

When you look at the product profile, product card in the catalogs, and the product row in the directory, there will now be a symbol and/or label for all products that have a status. 

Deleting Approval Statuses

Users may delete an approval status at any time. When an approval status is deleted, products with that assigned status will revert back to "No Status". Users are warned how many products will be affected before they confirm deletion. 

1. Enter the Approval Status module under the administrative button on the left-nav
2. Select the trash icon on the right side of the row of the status you wish to delete
3. Review the number of products that will be affected by the deletion
4. Confirm deletion