Review and Approve Round Plan to Publish

As a configured approver, review the plan’s content and mobile experience before approving, rejecting, or reassigning the request.

Approval provides a checkpoint between authoring and scheduling. The reviewer checks the plan content and mobile experience before it becomes available for operational use.

For example, a pump-inspection plan appears in My Approvals after the Supervisor or Round Planner sends it for approval.

  1. Expand Workflows and select My Approvals.

    The list shows the round plans that are pending approval.

    In the My Approvals screen, you can also:

    • Filter the round plans based on Plant, Unit, Module, and Object.
    • Search the round plans using the Search bar.
    • Click the More icon and select View Round Plan to view the round plan details and approve.
    • Click the More icon and select Add Comment to add comments.
    • Click the More icon and select View Details to view the round plan summary.
    • Click the More icon and select View Approval Trail to view the approval details.
  2. Click the round plan.
    The round plan summary opens on the right side.
    Figure 1. Approve Round Plan


  3. Click the More icon and select Approve Round Plan.
  4. In the Add Approval Comment popup, add comments and click Comment and Approve.

    Or, to review the plan details before approving:

    1. Click View Round Plan to view the round plan details.
    2. Review the details and click Save and Next.
    3. Click Next.
    4. Click Approve.
    Figure 2. Approve


    Note:
    You can click Reassign Approver to reassign the round plan to a user, user group, or position.

The approval decision and comments are recorded, and the round plan moves to the resulting workflow status.

Next: After the plan is approved and published, schedule and assign it. Use the audit trail when the decision or status must be reviewed.