When creating a pipeline you can add an approval process for any attempt to load data.
Pipeline
The basic syntax in a pipeline would be:
<Approvals TimeoutInDays="5" StatusIfTimeout="REJECTED">
<Step RoleName="Initial Admin" Message="Please approve this data submission." />
</Approvals>
Some extra options are interesting:
- You can add multiple
<Step>
s in the<Approvals>
, for example if a batch needs approvals from the Country first, then the Region, then the HQ. - You can define an optional
TimeoutInDays
andStatusIfTimeout
.
Roles
To see which RoleName
is available go to Admin
> Roles
.
Approval process
Once the pipeline is set up, when loading a batch all members in the role will receive an email when committing:
Alternatively you can see which batch needs approval via the top right button: