No Strategic Review or Strategic Response

The lifecycle of action creation, assignment, review and closure starts from the Administration Projects Tab and Project Roles and finishes on the ATMS™ Main Action Screen. Create a new Project that has the following settings:

Now let’s look at an Action that uses the above Project and take it through the various stages of the Approval workflow (No Strategic Review or Strategic Response).

Workflow Diagram

The following diagram shows all action controls and statuses used for this workflow:

Involved Controls

The following controls will be used for this workflow:

Action Creator – Person who will create the action. They will select a Due Date, Owner, Reviewer 1-7.

Due Date – The date by which the action should be marked as closed.

Owner – Person who will complete the action and provide the Action Response.

Action Response – This is to be filled by the Owner where they will specify what is done to complete the action.

Reviewer 1 – First person who will review the Action Response. If they will approve it, then action will go to next reviewer. If they will reject it, then the action will become reopened for action response and go back to the Owner to update the action response.

Reviewer 2 – Second person who will review the Action Response. If they will approve it, then action will go to next reviewer. If they will reject it, then the action will become reopened for action response and go back to the Owner to update the action response.

Reviewer 3 – Third person who will review the Action Response. If they will approve it, then action will go to next reviewer. If they will reject it, then the action will become reopened for action response and go back to the Owner to update the action response.

Reviewer 4 – Fourth person who will review the Action Response. If they will approve it, then action will go to next reviewer. If they will reject it, then the action will become reopened for action response and go back to the Owner to update the action response.

Reviewer 5 – Fifth person who will review the Action Response. If they will approve it, then action will go to next reviewer. If they will reject it, then the action will become reopened for action response and go back to the Owner to update the action response.

Reviewer 6 – Sixth person who will review the Action Response. If they will approve it, then action will go to next reviewer. If they will reject it, then the action will become reopened for action response and go back to the Owner to update the action response.

Reviewer 7 – Seventh and final (in our example) person who will review the Action Response. If they will approve it, then action will become a Closed action. If they will reject it, then the action will become reopened for action response and go back to the Owner to update the action response.

Involved Action Statuses

The following action statuses will be used for this workflow:

Open – A new action will have this status. It will be outstanding on Owner to complete the Action Response.

Response Completed – An action will have this status after Owner completes the Action Response. It will be outstanding on Reviewer 1 to approve or reject it.

Reviewer 1 Approved – An action will have this status after Reviewer 1 approves it. It will be outstanding on Reviewer 2 to approve or reject it.

Reviewer 2 Approved – An action will have this status after Reviewer 2 approves it. It will be outstanding on Reviewer 3 to approve or reject it.

Reviewer 3 Approved – An action will have this status after Reviewer 3 approves it. It will be outstanding on Reviewer 4 to approve or reject it.

Reviewer 4 Approved – An action will have this status after Reviewer 4 approves it. It will be outstanding on Reviewer 5 to approve or reject it.

Reviewer 5 Approved – An action will have this status after Reviewer 5 approves it. It will be outstanding on Reviewer 6 to approve or reject it.

Reviewer 6 Approved – An action will have this status after Reviewer 6 approves it. It will be outstanding on Reviewer 7 to approve or reject it.

Action Closed Out – An action will have this status after Reviewer 7 approves it. A closed action will not be outstanding.

Re-Opened for Action Response – An action will have this status if any of the Reviewers 1-7 rejects it. It will be outstanding on Owner to update/complete the Action Response.

Strategic Review without Strategic Response
Processing An Action