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HCL Marketing Operations User Guide
HCL® Marketing Operations is a tool for enterprise planning, collaboration, and workflow that provides a complete solution for the needs of marketers. You can use Marketing Operations to get a comprehensive and holistic view of all marketing projects across your company.
An approval process streamlines the process of having your work reviewed and approved. Multiple users can review work in parallel or in an order that represents your business processes.
To begin the approval process, you create an approval, add approvers, and add approval items. Then, you submit the approval and the review process begins. HCL® Marketing Operations sends the approval process to approvers based on their sequence and whether the reviewers are required or optional. The approval process can go through several iterations as all the approvers complete their review.
You create approval processes to organize the review process. After you create the review process, you can assign approvers and add approval items.

Creating Approval Processes

You create approval processes to organize the review process. After you create the review process, you can assign approvers and add approval items.

About this task

The Allow approvers to approve with changes is available and can be edited based on the configurations for Approvals.

Click Operations > Approvals to open My Active Approvals.
Click to add an approval process.
Complete the fields and click Save Changes.
The required fields are Owner/Sent By, Subject, and Target Due Date. By default, Enable comment attachments is checked. You can add multiple approval items and multiple approvers. If you add approvers, you must specify each approvers place in the sequence and the Default Duration for their reviews.
For more information about assigning approves, see Assigning Approvers. For more information about adding approval items, see Adding approval items.