Table of Contents

Search

  1. Preface
  2. Getting Started Overview
  3. Setting Up Business Glossary
  4. Publishing Business Glossary Content
  5. Viewing Assets
  6. Asset Linking
  7. Publishing Business Glossary Content using the Approval Workflow

Business Glossary Getting Started Guide

Business Glossary Getting Started Guide

Task 3: Proposing a Business Term for an Advanced Approval Workflow Process

Task 3: Proposing a Business Term for an Advanced Approval Workflow Process

As a data steward, you can propose a business asset for an approval when the business term is in Draft phase. When you propose a business asset for an approval, the phase of the business asset changes to In Review.
Log in to the Analyst tool as a data steward to propose the business term for an approval workflow process.
  1. In the Library Navigator, under the
    Assets
    panel click,
    Business Terms
    .
  2. Select
    Equity Statement
    in the
    Business Terms
    panel.
    The Analyst tool displays the business term in the Glossary workspace.
  3. To propose the term for a voting process, from the
    Actions
    Menu, click
    Start Voting Process
    .
    The
    Start Voting Process
    window appears.
  4. Enter the following details in the
    Start Voting Process
    window:
    Property
    Action
    Asset Change Description
    Enter
    Business Term for your review
    .
    Level 1 Voting Ends Time
    Specify the level 1 voting end time. For example, select date as
    17 June, 2016
    and time as
    12:00 AM
    .
    Level 2 Voting Ends Time
    Specify the level 1 voting end time. For example, select date as
    18 June, 2016
    and time as
    12:00 AM
    .
    Default Approvers
    View default approvers that have been selected for the Section 10Q glossary assets.
    Additional Approvers
    Specify additional level 1 approvers. Click the
    Actions
    icon and select
    Add
    . The
    Add Approvers
    window appears. In the
    Add Approvers
    window select
    BG_Approver4
    and
    BG_Approver5
    as additional approvers, and then click
    OK
    .
  5. Click
    OK
    to start the voting process.
    The phase of the business term changes from Draft to In Review.
    When you set the level 1 voting end time, you must specify a future date. When you set the level 2 voting end time, you must specify a date greater than the level 1 voting end time.

0 COMMENTS

We’d like to hear from you!