Strategic Review without 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.

We already discussed about the special stages of having Strategic Reviewers so let’s now see it in action.  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 Strategic Review without Strategic Response workflow.

Workflow Diagram

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

Involved Controls

Action Creator – Person who will create the action. They will select a Strategic Review Due Date, a Due Date, Strategic Reviewer 1-3, Owner, Reviewer 1-7.

Strategic Review Due Date – The date by which strategic response should be completed and approved by all strategic reviewers and the action should be marked open and ready for action response.

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

Strategic Reviewer 1 – First person who will review the action. If they approve it, then the action will go to next strategic reviewer. If they reject it, then the action will become a cancelled action.

Strategic Reviewer 2 – Second person who will review the action. If they approve it, then the action will go to next strategic reviewer. If they reject it, then the action will become a cancelled action.

Strategic Reviewer 3 – Third person who will review the action. If they approve it, then the action will be marked open and ready for action response. If they reject it, then the action will become a cancelled action.

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:

Awaiting Pre-Opening Approval 1 – A new action will have this status. It will be outstanding on Strategic Reviewer 1 to approve or reject it.

Awaiting Pre-Opening Approval 2 – An action will have this status after Strategic Reviewer 1 approves it. It will be outstanding on Strategic Reviewer 2 to approve or reject it.

Awaiting Pre-Opening Approval 3 – An action will have this status after Strategic Reviewer 2 approves it. It will be outstanding on Strategic Reviewer 3 to approve or reject it.

Action Cancelled – An action will have this status if any of the Strategic Reviewers 1-3 reject it. It will not be outstanding on anyone.

Strategic Review Completed / Open – An action will have this status after Strategic Reviewer 3 approves it. 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 with Strategic Response
No Strategic Review or Strategic Response