Request a one-off approval
You can request approval for a document or risk assessment draft even when it does not use a preset approval policy. In the publish screen, choose the request approval option, select individual reviewers or groups, add a short description of what changed, and submit. The draft shows an awaiting-approval status until the review is complete.
Before you start
One-off approval requests are only available for drafts that are not already tied to an approval policy. When no policy is required, the publish wizard shows a Request Approval toggle. If the item uses a policy-based workflow, the policy notice is shown and submitting the draft starts the standard approval workflow automatically.
Request approval for a document draft
Open the document draft you want to submit.
In the Publish Draft Version wizard, enable the Request Approval toggle.
Click Next to advance to the Select Approver step.
Under Select Approver, choose a user or group who should review the document before it is published.
Add a short change summary that explains what changed in the draft.
Click Request Approval.
Request approval for a risk assessment draft
Open the risk assessment draft you want to publish.
In the Publish Assessment wizard, enable the Request Approval toggle.
Click Next to advance to the Select Approver step.
Under Select Approver, choose a user or group who should review the assessment before it is published.
Enter Publish Notes that describe what is changing in this publication.
Click Request Approval.
What happens after you submit
The draft status changes to awaiting approval. The draft stays locked while review is in progress, and you will be notified when the review process is complete.
The request is recorded in the audit trail as an ad hoc approval. If the approver rejects the draft, it returns to draft status and you can make changes and submit a new request. For document drafts, you can also cancel a pending one-off approval request yourself if you no longer need the review. Open the document and click Cancel Approval in the page header. The draft returns to an editable state and Publish Draft becomes available again.
Related workflows
For content that uses a preset approval policy, use the standard approval workflow instead. See Understanding Approval Workflows.
For approvers, see Approving Content.
To set up reusable approval policies with multiple stages, see Creating Approval Policies.