Creating and managing scenario charts allows collaborators to visualize and propose organizational changes without impacting the official chart. A customized approval flow can be configured for any scenario chart, allowing collaborators to request chart approval.
To configure a chart’s approvers:
Note: A Company Admin, HR Admin, or HR Manager must be a collaborator on the scenario chart to configure approvers. Understanding User Roles & Permissions can help you assign the appropriate admin privileges. You can manage collaborators by adjusting visibility settings in a scenario chart.
From the Org Chart page, click the chart dropdown to select or create a scenario chart.
Click the Configure Approvers button in the upper right corner of the chart.
Begin typing a person’s name or title in the Approvers field. The system will suggest individuals based on the characters entered. Select a person from the populated list. Repeat this process to assign additional approvers.
Drag and drop approvers to reorder the list as needed, or click the x to remove an approver.
Note: When a collaborator requests chart approval, approvers will be invited to approve the chart one at a time in the order configured.
Click Save. A Request Approval dropdown will appear in place of the Configure Approvers button, allowing chart collaborators to request chart approval.
Note: The merging charts feature will be disabled until all approvers have approved the chart.
To edit chart approvers:
Note: You can edit a chart’s approvers anytime, even after chart approval is requested.
While viewing the scenario chart, click the Request Approval/approval status dropdown in the upper right corner of the page.
Note: Once a collaborator requests chart approval, the dropdown will display the chart’s approval status rather than “Request Approval.”
Click the Edit button next to the Approver list.
Add an approver by entering their name or title in the Approvers field, drag and drop to reorder approvers, or click the x to remove an approver.
Note: When an approver is removed, the individual will remain an assigned collaborator for the chart. Once an approver has responded to a chart approval request, the approver cannot be removed.
Click Save.
Please contact our Customer Success Team for additional assistance.
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