Actions and approvals

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Goal

This page explains the governed action workflow: propose an action, get it approved, reject it when needed and understand when it is actually executed.

Propose an action

1. Open the signal, PM Document or page that proposes the action.
2. Select the available action, such as publishing to SharePoint or creating a Jira ticket.
3. Review content, destination and summary.
4. Add a justification if requested.
5. Submit the action.
6. Check its status.

Approve or reject

1. Open Actions & approvals.
2. Filter pending actions.
3. Open the action details.
4. Review evidence, destination, impact and requester.
5. Select Approve or Reject.
6. Add a clear reason when requested.

Approved is not executed

An approved action is authorized. Executed means the target action actually happened. External actions require a validated connector, permitted policy and live mode when applicable.

Common blockers

Blocker	Meaning
Insufficient role	Your role cannot propose or approve
require approval	Approval is mandatory
deny	The policy forbids the action
Not bound	The project is not connected to the integration
Not healthy	Connector or provider is not operational
Live mode off	No real external object will be created