Tutorial: Validate your responses by using approvals

You can validate your responses by sending them through multiple levels of approvals.

This tutorial shows you how to:

Prerequisite

Power Apps environment with external reporting in Sustainability Manager installed. For more information about deploying, see Deploy external reporting in Sustainability Manager.

In this task, you create an approval policy named ESG approvers.

In the left navigation under Approvals, select Policies.
Select New to create a new approval policy.
In the Name field, enter ESG approvers, and then select Save.
Select New Approval Policy Approver in the Approvers grid. For each approver, provide a name, select the team or individual assigned to that approval level, and specify their position in the approval sequence.
1. In the Name field, enter ESG analyst with approval sequence 1, and select a user from your organization who has at least an ESG approver role.
2. In the Name field, enter ESG specialist with approval sequence 2, and select a user from your organization who has at least an ESG approver role.
Select Save & close.

In this task, you assign the approval policy you created to the fact TotalGHGCO2e and submit it for approval.

On the left navigation, select Facts.
Select the fact TotalGHGCO2e.
In the Approval policy field, select ESG approvers.
To create approval records for the approvers to review, change the Fact status from Draft to Submitted for approval.

In this task, approvers review and approve or reject records.

Approvers can review the data submitted for approval by navigating to Approvals tab in the left navigation. You can see the approval records created for the fact TotalGHGCO2e.
Approvers can select on each record, review the response, and change the approval status to either Approved or Rejected by providing feedback in the Approval message field.