Sign Off / Approval

The Sign Off section provides the functionality to submit the business plan for approval.

Follow the below steps to complete the sign off phase.

STEP 1: Click 'Sign off' to move to the 'Approval' page.

The Approval page displays the status of the business plan development. The incomplete sections in the business plan are notified in a warning message.

STEP 2: Complete the sections which are listed in the warning message.

STEP 3: Click 'Submit' to send the business plan for approval.

A business plan can get approval despite its progress not being 100% complete. The business plan achieves 100% completeness only if data in all elements is correctly entered.

However, if data is partially entered to all the elements within the workflow of a business plan, then the system sends the business plan for approval without giving any warning messages. The incomplete elements can be updated via the relevant planning areas interplan^®after the data transfer is complete.

Approval of Business Plan

When the business plan is sent for approval, a notification email is automatically generated and sent to the Business Unit Manager.

Below diagram represent the current flow for approval process.

If the Plan Responsible Officer is a Business Unit Manager, then the plan must be approved by the Business Unit Director

If the Plan Responsible Officer is a member of the staff, then the plan is approved by BU Manager.

If the Plan Responsible Officer is BU Director, then the plan is automatically approved once submitted for approval.

Security Rules explained:

Security Level	Access
BU Manager	The User must be linked as the responsible officer for the Business Unit, linked to the business plan in IBP. If the User is a business unit manager (security) and is linked to the same business unit, but is NOT the responsible officer of the business unit (linked to the business plan), then they will not have access to sign this off. Therefore only 1 business unit manager (user) will have access to sign this off (the business unit manager who is the business unit responsible officer under Framework>Business Unit.
Director	The User must be linked to a directorate, which has the business unit linked (business plan linked to the business unit)in order for the director to sign off. i.e If the Business Plan linked Business Unit is within the Directors Directorate linked, then this User will have access to sign off the business plan - at Director sign off.

Ensure that the email addresses of the BU Manager and BU Director are correctly entered in the staff records. Otherwise the business plan is automatically approved.

Email notifications are generated for the following instances:

Stages	Use	To/CC
Approval	Notify that 'business plan' has been approved	To: Plan responsible officer CC: IBP Administrator
Reject	Notify that 'business plan' has been rejected	To: Plan responsible officer CC: IBP Administrator
Rollback	Notify that 'business plan' has been rolled back	To: Plan responsible officer

Once the business plan is sent for approval, an authorised user can assess the plan and approve or reject the plan.

Once a business plan is approved, it cannot be modified. However, the IBP Administrator can roll back the business plan for further modifications.

Only an approved business plan is incorporated into the Corporate Planning area as the business unit's formal business planinterplan^®.

If the business plan is rejected, the responsible person can edit the details of the business plan and resubmit it for approval.

Last revised: September 23, 2018