1. Approval Settings
Scorecard-Level Configuration:
Admins can require approvals for updates, edits, additions, and deletions of elements at the scorecard level. This can be set up from the 'Scorecard Options' tab in the edit scorecard modal.
Require Approvals Checkbox:
Checking this box unlocks options to require approvals for specific actions:
Updates to an element
Edits to an element
Adding an element
Deleting an element
Scorecard Owner:
Admins must set a single Scorecard Owner who will receive all approvals.
Scorecard Collaborators:
Multiple collaborators can be selected with options to:
Allow collaborators to approve changes
Allow collaborators to make changes without approval
2. Making Updates/Edits with Approvals
Warning Messages:
Users will see a warning message in edit modals and in-line edits, indicating that a Scorecard owner or collaborator must approve changes before they are visible.
Pending Status:
Updated/edited elements will appear on the Manage Elements page with a 'Pending' status chip and be locked from further changes until approved.
Cancel Changes:
Users can cancel their pending changes from the Manage Elements page or the element's detail page.
3. Making Additions/Deletions with Approvals
Warning Messages:
Users will see a warning message in add and delete modals, indicating that a Scorecard owner or collaborator must approve changes before they are visible.
Pending Status:
Added/deleted elements will appear on the Manage Elements page with a 'Pending' status chip and be locked from further changes until approved.
Cancel Changes:
Users can cancel their pending changes from the Manage Elements page or the element's detail page.
4. My Approvals Page
Centralized Approval Management:
Once Approvals are enabled, all users will see the 'My Approvals' page in the My ClearPoint tab under Activities.
My Approvals Section:
Scorecard owners and collaborators who approve changes will see all changes they can approve, including element details and approval type chips.
My Changes Section:
Users who make changes requiring approval will see their pending changes, including element details and approval type chips.
Benefits
Enhanced Control:
Ensures proper oversight and control over changes within the system.
Streamlined Approval Process:
Centralizes approval-related activities and provides clear visibility of pending approvals.
Improved Collaboration:
Allows admins to designate specific users to approve or make changes, enhancing team collaboration and accountability.
This new Approvals feature in ClearPoint Strategy is designed to improve the oversight and control of scorecard modifications, ensuring that changes are reviewed and approved by designated personnel before being made visible. This enhancement is aimed at Enterprise clients who require a robust approval process for managing updates and edits within the system.