Have document, assigned to a model, approved

Ask the person in charge to approve the documents you changed so that the changed document can be made available to all users.

Prerequisite

You have the ARIS Connect Designer license.

Procedure

  1. Open ARIS Connect and log in with your user name and password.
  2. Click Portal Portal if it is not activated yet.
  3. Open the model that contains the document that you want to have approved.
  4. Click Properties Properties.
  5. Activate the Documents tab.
  6. Select the relevant document.
  7. Click Check for release Request approval. The corresponding dialog opens.
  8. Click Send.

The person responsible receives an e-mail with the relevant information and a link to the associated task in ARIS Process Board. If the person responsible approves the changes, the current version of the document is made available in ARIS Connect (status APPROVED). The document is visible in the portal on the Documents tab. If rejected, the document receives the status REJECTED.

This workflow is a part of ARIS Connect. It can be customized, if required. For example, you can change e-mail texts, add notifications, make changes to dialogs, etc. The integration of complex workflows (standard RCM, change management, etc.) requires the ARIS Design Server license or ARIS Connect Server extension pack: Process Governance.