Create an Approval

You can create an Approval to get a final approval of your content.

You can create an Approval in IXIASOFT CCMS Web from any map in the Approval status.

Note: Approval status is the default name for this status. Your deployment of CCMS Web might have a different name for this status.
  1. Find the map from which you want to create an Approval.
    You can create an Approval from anywhere you see the map, such as in Map Editor or your Favorites.
  2. Click More Options icon, and select New Approval.
    The New Approval dialog appears.
  3. Enter a title for the Approval, and click Next.
  4. (Optional): To apply a ditaval to conditions in the Approval, do the following:
    1. Click Add Ditaval.
    2. Search for a ditaval.
    3. Click the radial button for the ditaval you want.
    4. Click OK.
    5. Click Next.
    The Assignments section opens. You are automatically assigned if your active role allows you to change the status of Approvals.

    You can click Edit icon to change the assignment or Trash icon to delete it.

  5. Click Add Role.
  6. From the Role drop-down list, select a role.
    The role you pick determines the available users you can assign. If a user has multiple roles, that user can be assigned once for each role.
  7. From the Users drop-down list, select users for the assignment role.
    Tip: You can type in a name to search for a user. If there are many users (over 250), some users might only appear in the list when you search for them.

    You can select as many users as you want with this role up to the maximum number allowed. The maximum number of assignees for a role depends on your system configuration for the role.

    Note: For Approvals, once created no user can change who is assigned. However, users with a role that lets them change the status of an Approval can cancel the Approval.
  8. (Optional): In the Comment field, add a comment for assigned users to see in the expanded row information of the object.
    Note: This comment is also added to the revision history of the object assigned.
  9. (Optional): Either enter a date or click Calendar icon to pick one.
    The correct format for dates is yyyy/mm/dd. For example: 2020/12/31.
  10. Click Add.
    Note: The assignment rule for Approvals is always that Approvals are marked as finished only if everyone is finished.
  11. (Optional): Add additional roles using the steps above.
    You can only add a role once. All users with that role must be managed through it.
  12. Click Next.
  13. (Optional): To generate a PDF that reviewers can download, select Yes.
  14. Click Create.
CCMS Web starts to generate your Approval.
Go to your My Outputs page to see the progress and open the Approval. If you generated a PDF of the Approval, you can download it from the My Outputs page. Reviewers can download the PDF from the table of content in the Approval.
Note: If there are errors, your Approval might fail to be generated in the same way as other outputs. Check the error messages to troubleshoot.