Approval Dashboard

Overview

You can use the Approval Dashboard to review and approve the Agora assets such as apps, public blocks, and blueprints. Only the published apps can be integrated into the platforms such as Simba. The Approval Dashboard appears only for the administrators.

Agora Approval Flow:

Once the contributor submits the created asset for approval:

1. Receive notifications: The approver receives the notification message stating that [User name] has requested for [Asset Type]: [Asset Name] to be published to Agora [Asset]. For more information, refer to Viewing the Notifications.
2. Navigate to the Asset detail page: To navigate to the Asset detail page, the approver can either click on the notification or filter the required Asset from the Approval Dashboard.
3. For more information, refer to Viewing the Notifications.
4. Review and approve the assets: The administrator can review the assets and approve, reject, and/or request more information in the Approval Dashboard. Only the approved assets are published in the Agora marketplace by the administrator.

How To

A user can,

• Request for More Information
• Reject an Asset
• Approve an Asset

Requesting for More Information about an Asset

The approver can request more information about an asset that is assigned for review.

To request more information about an asset,

1. Log in to the Infosys Equinox Studio environment with valid credentials provided to you.
2. Select the Approval Dashboard option from the dropdown list.
3. In the Approval Dashboard page, select the asset type that you need to review.
4. Click on the required asset.
5. On the asset builder page, on the header area, click the More info button.
   The REQUEST MORE INFORMATION pop-up appears.
   

6. In the Reason field, click the dropdown and select the reason for more information.
   
7. In the Comment (optional) field, specify the comment.
   Note: It is mandatory to specify the comment if you select “Others” in the Reason field.

8. Click the Add button to add more reasons.
   

Note:

• • To delete the newly added reasons, click the Delete button.
  • It is mandatory to have at least one reason only after which the Confirm button is enabled.

9. Click Confirm.
   The Asset is changed to the Requested More Info status.
   

Rejecting an asset

The approver can reject an asset that is assigned for review.

To reject an asset,

1. Log in to the Infosys Equinox Studio environment with valid credentials provided to you.
2. Select the Approval Dashboard option from the dropdown list.
3. In the Approval Dashboard page, select the asset type that you need to review.
4. Click on the required asset.
5. In the asset builder page, on the header area, click the Reject button.
   
   The REJECT pop-up appears.
   

6. In the REJECT pop-up screen, in the Reason field, click the dropdown and select the reason to reject the asset.
   
7. In the Comment (optional) field, specify the comment.
   Note: It is mandatory to specify the comment if you select “Others” in the Reason field.

8. Click the Add button to add more reasons.
   

Note:

• • To delete the newly added reasons, click the Delete button.
  • It is mandatory to have at least one reason only after which the Confirm button is enabled.

9. Click Confirm.
   The asset is changed to the Rejected status.
   

Approving an Asset

The approver can approve an asset that is assigned for review.

To approve an asset,

1. Log in to the Infosys Equinox Studio environment with valid credentials provided to you.
2. Select the Approval Dashboard option from the dropdown list.
   
3. In the Approval Dashboard page, select the asset type that you need to review.
   
   The following table describes the fields in the above screen:

Field	Description
Asset Type	Displays the asset type. Click the dropdown list and select the required asset.
Status	Displays the various statuses. Click the dropdown list and select the required status: All: display all the assets. Submitted: displays the list of assets that are submitted for approval. Approved: displayed the list of assets that are approved. Rejected: displays the list of assets that are rejected. Request More Information: displays the list of assets that require more information. Waiting for review: displays the list of assets that are waiting for review. Offline: displays the list of assets that are taken offline.

4. Click on the required asset.
   
5. In the asset detail page, click the Action button.
   
   The Asset builder page appears:
   
   Note: The header displays the status of the asset: New Submission and Pending for Review. As part of the approval process, these statuses are shown based on the status of that particular asset.

6. In the Asset builder page, on the header area, click More Info, Reject, or Approve button.
   
7. In the Approve pop-up, click the SUBMIT button.
   

Note:

• • if required, enter the comments in the comments field.
  • To cancel from approving the asset, click the Cancel button.

The Asset is changed to the Live status.

 

Revision History 

Date	Description	Created By	Peer-Reviewed By	Approved By
2023-06-22	Page created and content added.	SW	JP	Suganya