Approve or Reject Approval Point Workflow

Data Approval

This section outlines a typical workflow for reviewing a prepared Well and then either approving or rejecting it. The same workflow can be applied to an Event or Report.

Once the user has reached the stage where they are ready to approve the Well and they can follow the process outlined below.

Navigate to and right-click on the Well. From the menu that appears select the Approval History command.

Note: Only users with permission to the EDM.Explorer.approve token can approve/reject a Well, Event or Report.

The Approval History dialog appears.

Select the row for the approval point to be approved or rejected. The first row is always the most recent approval point.

A list of attachments regarding the Well approval is displayed below the Approvals spreadsheet.

Open and review the attached documents. To open an attached document, click the attachments hyper link (e.g., GRIZZLY - Well Summary Report).
Review changes made to the Well and its data since the last approval point by selecting the Compare with Previous button.

Approval Point comparison is covered in Compare Approval Points.

Once the user is satisfied with the approval point’s data, they can either Approve or Reject the approval point.

Approve the Well:

To approve the Well, select the entire row containing the Well approval point and click the Approve the Selected Rows... button.

Approving Multiple Approval Points Note: Multiple approval points can be approved at the same time by selecting all of the applicable rows and clicking on the Approve the Selected Rows... button.

The Approval Comments dialog appears.

Enter comments on the approved Well in the Approval Comments field. This field is limited to 255 characters.
Click OK to save the comments and close the dialog.

The Approve By, Date Approved and Approval Comments are added to the approval point’s row. As with the Prepared By field the current Windows Domain\username and EDM user name is added for the Approved By field (e.g., DRILLING\jsmith(edmuser)).

An Approved By and Date Approved stamp is placed on each PDF file attached. No other file types are stamped.

Note: The location and font size of the stamp can be configured using the PdfApprovalStamp system setting. For more information see the EDM Administration Utility online help.

Reject the Well:

To reject the Well, select the entire row containing the Well approval point and click the Reject the Selected Rows... button.

Rejecting Multiple Approval Points: Multiple approval points can be rejected at the same time by selecting all of the applicable rows and clicking on the Reject the Selected Rows... button.

The Rejection Comments dialog appears.

Enter comments on the rejected Well in the Rejection Comments field. This field is limited to 255 characters.
Click OK to save the comments and close the dialog.

‘Rejected by’ current Windows Domain\username and EDM user name is added for the Approved By field (e.g., Rejected by DRILLING\jsmith(edmuser)).

The date the Well approval point was rejected and the rejection comments are added to the Date Approved and Approval Comments columns of the approval point’s row.

Although it has been rejected, this approval point is available for comparison with the previous approval point of this Well, if one exists.