Roles and permissions
The following users can add or edit an approval on a risk evaluation:
Anyone with manager permissions for the risk evaluation.
Typically, approvals are configured at the assessment level, enabling them for any risk evaluations in that assessment. However, you can configure or modify an approval on an individual risk evaluation. If approvals are enabled on the evaluation, when the evaluation is submitted, Hyperproof creates a series of approval requests for the approvers listed in the approval configuration.
Note: You can only edit the approval configuration for a risk evaluation before the evaluation is submitted.
From the left menu, select Assessments.
Select the risk assessment containing the evaluation you want to update.
Select the Evaluations tab.
Locate and open the evaluation where you want to modify the approval workflow.
In the right pane, scroll down to Automations and click the drop-down arrow to open that section.
Click the Edit approvals button next to the approval you want to modify.
The Configure approvals window opens.You can edit the following fields for the approval:
Enable approvals - Turns the approval workflow on or off.
Approval flow type - This option only displays if more than one approval step has been configured. Options include:
Sequential - Indicates that the approval steps occur one after another in order. If you have two steps, the approvals for Step 2 aren't created until the approvals for Step 1 are completed.
Parallel - All steps are reviewed simultaneously. If you have two steps, the approvals for both Step 1 and Step 2 are created simultaneously. Having multiple steps lets you set different completion rules for each step.
+Step - Adds more steps to the workflow.
Completion rule - defaults to Everyone must approve. You must select at least one approver before you can modify this field.
Everyone must approve - All assigned approvers must mark their decision to complete the step. If all approvers mark their decision as Approved, then the step is considered Approved. If any one person selects Change requested, then the entire step is marked as Change requested.
Minimum approvals required - A user-specified number of approvers must mark their approval as Approved to complete the step.
How many approvals are required? - Enter the number of approvals that must be marked Approved for the step to be completed. This field is required if you have selected Minimum approvals required as the completion rule for this step.
This step ends if any assignee marks their decision as Change requested. If the step ends due to a Change requested decision, any incomplete approval requests are canceled.
Approvers - Add or remove approvers as needed. To remove an approver, hover over their name and click the x.
Click Save to save your updates to the approval workflow.
On the risk evaluation window, you can turn on or off the option to Automatically update risk. This updates the risk associated with the evaluation with the data values entered in the evaluation when it is approved.