The approval process is an important part of many transformation programs where Initiative Owners submit their updates for review by a Workstream Lead, Sponsor, or Finance team. A few more notes on approvals:
Not all programs require approvals for their initiatives, but most require at least 1 approval in their stage gate process
Some programs even require approvals between every implementation stage
Some approvals require multiple stakeholders to review the initiative (e.g. Finance, Transformation Office, Sponsor, etc.)
Before learning how to submit for approval, make sure you have review how the stage gate approval process works in Wave
How to submit for approval
Confirm that you have completed all of the necessary information in order to submit your initiative to the next stage or level.
Tip: in many cases, your program lead will upload approval checklists to the Shared Documents widget on your home page dashboard.
Find the stage gate (also sometimes called 'Implementation Level') field in your initiative card. This field typically resides on the Overview tab or 'Weekly Status' tab depending on your company's configuration.
Once you locate the stage gate field, click on the dropdown and choose the gate you would like to submit the initiative for approval. In the below example, we are trying to submit this initiative for approval to the 'L3 Implementation' stage so we will choose 'Submit for L3 Approval.'
NOTE: Your version of Wave might require more approvals throughout the stage gate process. Learn more about the stage gate process here.
Once you have updated the 'Stage Gate' field to the "Submitted for L3 Approval", click 'Save.'
NOTE: When you submit an initiative for approval, an e-mail notification is sent to your approver. In the example above, James Brolin would receive an email asking him to come into Wave and approve or reject the initiative.
If the approver for the initiative has reviewed the initiative and approves, the initiative's stage gate will be automatically updated to the next stage and you will be able to once again edit the initiative. However, if the approver rejects the initiative, the initiative will automatically move back to the previous stage. In either event, you will receive an e-mail notification with the decision and also the approver's commentary as to why the initiative was either approved or rejected.
NOTE: Initiatives cannot be edited during the 'Submitted for Approval' stage.