Work through the risks waiting for your approval in Nextedy RISKSHEET: open the Approvals sidebar, filter the sheet to your queue, approve or disapprove with a comment, and save.
As a reviewer you can file your Polarion approval on each risk directly in the sheet, next to the hazard, harm, ratings and risk controls the approval is about. This guide walks through one review session. For how approvals work, see Work Item Approvals.
The risks you review have you as an approver, or Polarion lets you approve without an invitation — every user may while neither the global approver role nor the project’s project_approver role is defined, otherwise only users who hold one of them.
You have the Polarion permission to modify approvals on the risk work items. To add an approval comment you also need permission to comment on them.
The sheet has approvals switched on. They are on unless an administrator turned them off; see Set Up Work Item Approvals.
You are looking at the current revision of the sheet. Approvals cannot be filed while you view a baseline or an older revision.
Click the sidebar menu at the right end of the toolbar and choose Approvals.
Choose Menu > Process > Approvals.
Click a cell of the sheet’s own Approvals column. A column showing a linked item’s approvals, such as hazard.approvals, does not open it.
The sidebar menu at the right end of the toolbar
The same entry under Menu > Process
The sidebar opens on My approvals and the sheet is maximised to give the grid more room; closing the sidebar restores the view. The row you are working on is outlined in the grid.
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See What Waits for You
My approvals shows how many items wait for your decision, how many you approved or disapproved, and how many have open approval comments.
My approvals: four risks wait for this reviewer's decision
If you are not an approver on any item of the sheet, the sidebar says Nothing is waiting for you and offers Open All approvals; the next time you open it on that sheet, it opens on All approvals.
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Filter the Sheet to Your Queue
Click Waiting for my decision. The sheet now shows only the risks waiting for you, and the option is marked as on; click it again to switch it off.You can click several options: the verdict options combine with each other, and Open comments narrows the result to items that also have an open discussion. The filter stays on while you move between items, and the other views show it as Sheet filtered: Waiting for my decision with a Clear link. Closing the sidebar lifts it too.
The sheet filtered to the risks waiting for this reviewer; the option is marked as on
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Open a Risk
Click Continue with followed by the risk’s ID. If you have selected a row in the grid, the button names that row’s risk; otherwise it names the first risk waiting for you.The sidebar shows the risk record, a comment box, the Approve and Disapprove buttons and the open approval discussion on the item. Click the risk’s ID to scroll the grid to it. Everyone’s verdicts shows how the other approvers decided.
A risk opened for a decision, with its open discussion
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Approve or Disapprove
Type a comment if you want to explain your verdict, then click Approve or Disapprove. The comment is filed as an approval comment together with the verdict.If the sheet requires a comment for that verdict, the box says so, and a verdict without one is refused:
This sheet requires a comment to disapprove
With Go to the next item after deciding ticked, the sidebar moves on to the next risk waiting for you. Untick it to stay on the risk. The arrow buttons next to Summary step to the previous or next row of the sheet as it is currently shown.You are not invited on a risk but allowed to approve it? The sidebar says so; filing a verdict adds you as an approver.
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Save
Your verdict is not yet in Polarion. The sidebar shows You approved with Will file as Approved on save, your comment is marked unsaved, and the row is marked as changed.
A verdict waiting to be saved with the sheet
Click Save in the toolbar. The verdict and the comment are written to Polarion together with any other change you made in the sheet. Until you save, Undo takes the action back, and a short notification names what was undone; like any other unsaved change, a verdict you do not save is not filed.
After saving, the verdict is on record
If Polarion refuses an approval change, a warning says Some approval changes were not saved and are still pending. with the reason. The refused change, and any approval change you queued after it on the same risk, stay pending; everything else is saved.
Click Change verdict on a risk you have decided. The button of your current verdict is shown filled; click the other one to change your mind, or click the filled one to reset your approval to Waiting. Resetting needs the Polarion permission to reset approvals; without it the filled button is disabled and its tooltip says so. Save to file the change.
Changing a verdict: the current one, Approved, is filled
Comment without a verdict — type in the comment box and click the comment button next to Disapprove. The comment is filed as an approval comment and your verdict stays as it is.
Reply — click Reply under a comment. Replies stay in the comment’s thread.
Resolve — click Resolve to close a thread. Resolved threads are hidden unless you click Show resolved, or unless the sheet is set to show them.
I took part — narrows the discussion to the threads you wrote in.
Comments, replies and resolving are saved with the sheet like verdicts.
