Skip to content
Structured workflows for Exercises › Manage › Business Continuity Management › Governance › Risk › and Compliance
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Request an approval and approve the event

Approve the exercise in BCM UIB Workspace.

Before you begin

Role required: sn_bcm.planner, sn_bcm.program_manager

Procedure

  1. Navigate to Workspaces > Business Continuity Workspace > Exercises > Pending.

  2. Select an event for which you are an approver.

  3. Verify that all activated plans are closed; close the open plans before submitting the event for an approval.

    Note: Submitting a functional exercise or actual event for approval when an activated plan is still in the Open state results in an error message: All activated plans must be closed before submitting the event for an approval.

Image omitted: event-error-msg.png
Error message.

  1. Select Submit for approval.

    Note: If an approval record is created for the exercise, the Approve or Reject actions are not displayed on the form. For a user to view the Approve or Reject actions, these conditions must be fulfilled:

    • The user should have the sn_recovery.event_manager role.
    • The exercise should be in the Pending approval state.
    • The exercise should not have any approval records created.
    • Select Closed Complete.

    You can update the state of the event to Closed Complete.

Parent Topic:Structured workflows for Exercises