Send a scenario for approval
After publishing the scenario, send your scenario for approval to workplace managers of your organization.
Before you begin
Ensure the following:
Role required: sn_wsd_spcmgmt.space_planner
About this task
After you publish a scenario, send the scenario for approval. The scenario will be sent for approval to the workplace managers for approval. If there are multiple approvers for a scenario, the approval or rejection received from the workplace manager who performs it at first, is considered. You can view your approval-related details in the Approver tab. When a scenario is sent for an approval, the state of the scenario changes from Published to Awaiting approval and you cannot edit the scenario.
Procedure
Navigate to any one of the following locations:
- All > Workplace Central > Workplace Central.
- All > Scenario Planning > My Scenario Plans You can also open Workplace Central from the Employee Center directly. Navigate to Workspaces > Workplace Central.
The Workplace Analytics dashboard opens.
On the left pane, select Space Optimization icon (
Space optimization icon.\).
The Space optimization dashboard opens.
Open the scenario that you want to send for approval.
Follow any one of the following paths.
| Path | Action |
|---|---|
| From the Scenarios list section |
A list of all the scenarios created in the application are displayed.
You can use the search and filter options on the list. |
| From the Buildings list section |
The stack plan view of the building opens.
|
The stack plan of the selected scenario opens.
Review the scenario.
Refer to Review a scenario.
If the scenario is not published, then publish the scenario.
Refer to Publish a scenario.
After publishing, click Send for approval to send the scenario for approval.
Open the Approver tab to view your approver-related details.
Depending on the state of the scenario after sending for approval, do the following:
Rejected: If the scenario is rejected by the approver, then the state of the scenario changes to Rejected.
To view the rejection details, do the following:
- Select the Approver tab.
Search for Rejected state.
Use the filter option to view Rejected state.
In the Comments, view the comments given by the approver.
- Select the Stack plan tab to implement the changes suggested by the approver.
- After making the changes, click Save.
After saving the scenario, to send the scenario for approval again, click Send for approval.
The state of the scenario is again changed to Awaiting approval and you can no longer edit the scenario.
If the scenario is rejected, you can send a scenario for approval multiple times until it is approved.
Approved: If the scenario is approved, then the state of the scenario changes to Approved. You can no longer edit the scenario after it is approved.
- After the scenario is approved, deploy the scenario.
Refer to Deploy a scenario.
Result
The scenario approval process is completed.
What to do next
Parent Topic:Working with Space Optimization
Related topics
Create a copy of an existing scenario
View or edit space allocations of a building