The GBS Credit Management approval workflow is activated in GBS Credit Management space 

DRAFT

Contributors create pages .

The workflow has the status draft. 

Once the procedure is finalized, the contributor changes the status to FOR REVIEW  by clicking on the iconand assign a reviewer on the list sbsotc-reviewers : 

FOR REVIEW

The author assign to someone who is in the sbsotc-reviewers

click on Assign

1. Enter the name of the reviewer (if you can not find the name, it is not included in the sbsotc-reviewers group)
2. Enter a comment 
3. Click "Assign"

The reviewer assigned can modify the operating procedure or ask the contributor for some other information and modify the status from For Review to 'To be Approved" and assign an approver who belongs to the list : 

TO BE APPROVED

The status of the page can be changed by someone who belongs to the group:

The approver assigned can ask for additionnal information , comment and/or Accept by changing  the status from "to be approved" to "published"  and can change  the date of validity (cancel it or update it if you want a periodic review)  => see next step

PUBLISHED

The procedure is published and accessible for every body

Click again on the workflow icon

You can choose

1/ to registered an expiration date if you want to review this operating procedure regularly or in the future (blue arrow) 

2/ to publish it definitively so click on the x to cancel the expiration date (red arrow) 

You can check the status of page:

1. The status beside the title of the page
2. You can see if someone is already in charge of the change of the status
3. You can see where you are in the workflow

You can see the history of th workflow by clicking 

When a page is modified it comes back to the status FOR REVIEW

And it has to be reapproved. 

The page that is visible by every body is the one that is PUBLISHED

But contributors can see that there is a version "in progress" and can switch from the version "in progress" to PUBLISHED

When a reviewer or an approver is assigned, he:

1. receives a notification by email

2. has a notitification in his box in Confluence

3. has a report of all pages he has to review/approve in "My Comala Workflows Tasks" (to be opened by clicking on his picture on right side of the menu)

4. has a report of all pages he has to review/approve in "My Comala Workflows Tasks" on his home page (=Confluence dashboard)

5. can use the workflow report