Creating an approval profile for resource balancing
You use an Approval Profile document to create a set of approvers. Then you can assign the approval profile to one or more resource-balancing plans.
About this task
You can include users and groups as members of an approval profile. However, if you list a group as a profile member, only one group member must approve the plan. For example, if you move a database that is used by the marketing group, you may want one user, but not all, to approve the plan. If you want all members of a group to approve a plan, enter each user's name in the approval profile.
Changes to the Approval Profile document are tracked for you and listed in the Creation and Modifications section.
Procedure
- Make sure that you have the Change Admin role in the ACL of the Domino® Change Control database.
- From the Domino® Administrator, click the tab.
- Open the Domino® Change Control view, and then select .
- Click .
- On the Basics tab, complete these fields:
Table 1. Basics tab Field
Action
Name (unique)
Enter a unique name for the profile.
Description
Enter a description.
Category
Select a category or enter a new category name.
Members
Select the names of users or groups to include in this approval profile.
- Click the Administration tab, and complete these fields:
Table 2. Administration tab Field
Action
Owner
By default, the owner is the person who creates this document.
Administrators
Enter the names of users who can edit this document.
Prevent deletion
Choose one:
- No (default) -- To allow a Change Administrator to delete the plan.
- Yes -- To prevent anyone except a Change Administrator from deleting the plan.
Prevent design refresh
Choose one:
- No -- To allow the upgrade of all template documents during a version upgrade.
- Yes (default) -- To prevent edited template documents from being overwritten during a version upgrade. This will not affect any documents that the user creates -- it will only affect documents that match those from the template's copy.
- Click OK.