Viewing review or approval alerts

After a capital project owner submits a plan file for review and/or approval, the appropriate reviewer(s) and/or approver(s) receive a notification on the My Files and Tasks task pane or by email, if email notifications have been enabled.

When using My Files and Tasks task pane, a notification displays when there are capital project plan files pending the user's review and/or approval.

NOTE: Depending on how Axiom Capital Tracking has been configured, different types of capital projects may be subject to various review and approval steps.

To view review or approval alerts:

1. In the My Files and Tasks task pane, in the Current Processes section, view the alert.

   

2. To expand the list of pending plan files, click the alert.

   

3. Do one of the following:

   • To open the plan file for review, double-click it. When you are finished with the review, save the file. The system then displays a dialog that shows you the next step in the approval process. Enter comments to add to the request, if necessary, and click Submit.

     

   • To approve a project without opening the plan file, select the plan file in the alert, and select Mark step as complete.
     • In the Process Action dialog, enter a comment, if needed, and then click OK, to move the review/approval process to the next step. If the plan file is in functional review and you return the plan file to the previous step, the functional review steps will begin again.