How to Request Re-Approval for Sign offs in KTern?
Challenges in Obtaining Re-Approvals for Rejected or Reworked Sign Offs
Obtaining re-approvals for rejected or reworked sign offs is one of the most challenging aspects of the project. Moreover, changes made to address the concerns of one rejected stakeholder often require re-approvals from previously approved stakeholders. Without automation, following up for these re-approvals becomes both hectic and time-consuming.
Let's see how KTern transforms this challenge into a
seamless and effortless process.
Reapproval Request Procedure
- First, ensure you have 'Super' or 'Standard' access level to request re-approval for any sign-off.
- Once you have the appropriate access, navigate to Transformation Hub --> Sign offs.
- Under
List View in the Signoff Cockpit page, click on the 'i' icon of the
respective signoff for which you need to obtain re-approvals.
- To view the reason for the rejection provided by the stakeholder, click on the discussion. You will be able to see the reason for rejection, which are automatically captured.
- By clicking on the Stakeholders tab, you can view all approvals and their actions. Click the ‘Request Re-approval’ button to request re-approval.
- Use the
comment box to mention the updates you have made, then click on 'Yes,
Request for Reapproval' button.
- Now, all
stakeholders' actions, regardless of their level, are reset, and the
re-requested indication will be shown.
- Even
stakeholders who previously approved must take action again after a re-approval
request. This is because any changes made to address the concerns of a rejected
stakeholder need to be communicated and approved by the previously approved
stakeholders. A rejection email will be sent to all stakeholders at each level (e.g., Level 1, Level 2, Level 3), including
multiple stakeholders at the same level.
- Stakeholders are notified through this email and can
navigate using the 'View Signoff' button to approve or reject the signoff as
needed
The re-request automations save you time by handling follow-ups and ensuring updates on sign offs for every stakeholder.
Related Articles
How to request for re-approval of Sign off ?
To approve/reject a signoff, navigate to the signoff list view using the following menu navigation: Project Hub -> Signoffs. Click on the (i) icon. Once the users are selected, click on "Request Re-approval" to initiate the re-approval request. 3. ...How to push a Sign-Off for re-approval?
Introduction Sign-Offs is used to acknowledge project closure or, project delivery such as: 1. Project goals and their status 2. Project timeline Learn more about Sign-Off! Check out "KTern & Sign-Offs" 1. Navigating to KTern Sign Off KTern platform ...How to Clone and Create Signoffs in KTern?
The "Clone and Create" feature in KTern helps reduce time by streamlining the creation of signoffs, ensuring unique signoffs are created while linking the Project Plan and GSI (Global Scope Items). This structured method ensures smooth signoff ...How to Simplify Your Workflow by Cloning and Creating Signoffs in KTern?
1. The "Clone and Create" feature in KTern helps reduce time by streamlining the creation of signoffs, ensuring unique signoffs are created while linking the Project Plan and GSI (Global Scope Items). This structured method ensures smooth signoff ...How to Setup a Signoff Matrix in KTern.AI using Tree View?
Login to KTern and navigate to the signoffs page under the Transformation Hub. Then, proceed to the "Tree View" tab in the sign-offs section. For creating a Sign Off Group: Use the List View tab or Explorer View tab. Locate the red "+" icon, provide ...