Approve Risk Assessment
Submit Request for Approval
Request for approval of a Risk Assessment can be submitted in two ways:
- If Default approval setup is used, request for approval is automatically submitted when you release a Risk Assessment. Refer to the article Create a Risk Assessment for an overview of the states that a Risk Assessment can go through, and the options available regarding Release on a Risk Assessment.
- If you have created an approval setup on a Risk Assessment, open the Risk Assessment card and select Actions > Request Approval > Send Approval Request in the ribbon.
If you want to cancel a request for approval on Risk Assessment, open the Risk Assessment card and select Actions > Request Approval > Cancel Approval Request in the ribbon.
The screenshot below shows the ribbon on a Risk Assessment card with the Actions > Request Approval options expanded.
Approve a Risk Assessment
The employees assigned to review or approve Risk Assessments find pending approvals in the Requests to Approve list. In this list, you can approve or reject or delegate Risk Assessments. If you delegate, it means you pass on the task of approving a Risk Assessment to another employee.
Refer to the test cases below for step-by-step instructions on how to
- approve
- open before approving
- reject
- delegate
a Risk Assessment.
Approving a Risk Assessment
Data Requirements
- At least one Risk Assessment is assigned to the current user for approval.
Steps 3
Search for and select Requests to Approve.
Select a Risk Assessment in the list.
Select Approve in the ribbon.
Expected
The user can approve a Risk Assessment.
Opening Before Approving
Data Requirements
- At least one Risk Assessment is assigned to the current user for approval.
Steps 3
Search for and select Requests to Approve.
Select a Risk Assessment record in the list.
Select Open Record in the ribbon.
Expected
The user can open a Risk Assessment and inspect it before approval.
Rejecting a Risk Assessment
Data Requirements
- At least one Risk Assessment is assigned to the current user for approval.
Steps 3
Search for and select Requests to Approve.
Select a Risk Assessment record in the list.
Select Reject in the ribbon.
Expected
The user can reject a Risk Assessment.
Delegating a Risk Assessment
Data Requirements
- At least one Risk Assessment is assigned to the current user for approval.
- Approval User Setup exists.
Steps 3
Search for and select Requests to Approve.
Select a Risk Assessment record in the list.
Select Delegate in the ribbon.
Expected
The user can delegate Risk Assessment approval to another employee.
View Approval Entries
When an approval process is active, but not yet completed on a Risk Assessment, you can get an overview of approval status in the Approval Entries list.
- Open a Risk Assessment record from the Risk Assessments list.
- On the Risk Assessment card, select Related > Approvals in the ribbon.
- You see content in the Approval Entries list if an approval process is not completed, meaning at least one approver has not yet approved the Risk Assessment.
The Approval Entries list is part of standard D365BC functionality.
If you want to see a list of all approvals in the Safe Work module, which are not yet completed, search for Approval Entries on your role center, and select the Approval Entries list.