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  1. Preface
  2. Getting Started Overview
  3. Part 1: Setting Up Business Glossary
  4. Part 2: Publishing Business Glossary Content
  5. Part 3: Viewing Assets
  6. Appendix A: Asset Linking
  7. Appendix B: 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.

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