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Status Roadmap Consideration
Created by Guest
Created on Jul 22, 2024

Approval Workflow and Different Status for Plans/BIA

The approval flow should be sequential (i.e. from the contributor to the owner to the final approver).
The BIA and Plan should have different statuses that reflect its progress.
The statuses are:
- Ready for review = When BIA/Plan is ready for its review cycle.
- In progress = When the contributor starts making changes to the BIA/Plan.
- Pending owner approval = When the contributor submitted the BIA/Plan for owner approval
- Pending final approval = When the owner approves the BIA/Plan, then the BIA/Plan is automatically routed to the final approver for approval.
- Approved = When the BIA/BCP is approved by the final approver
- Revision/update required = When the BIA/Plan is "rejected" by the owner or final approver
- Cancelled = When the BIA/BCP approval flow is restarted. Only can be done by Admin
- Overdue = When the BIA/BCP has passed its due date but the status

Admins should be able to manually change the BIA/Plan status to Ready for Review or Approved in any given stage of approval flow.

Solution Platform Business Continuity & Resilience
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  • Admin
    Sarah Zoloth
    Reply
    |
    Jul 22, 2024

    The long-term roadmap includes updates to Approval Workflow Flexibility. This idea will be considered as part of that work.