Creating an Approval Document

In this video, Alex explains the value of creating an approval document:

After the category manager has entered all relevant information about their category, they can submit the strategy and plan document for approval or rejection by the designated approver. The strategy and plan will be combined into a single document.

To initiate the approval process, the category manager should go to the Approval section within the Strategy and Plan workflow. They can then select the Approval Document card to view the details of the approval document.

In this simulation, you’ll learn how to create an approval document:

This lesson guides category managers through the process of submitting strategy and plan documents for approval within SAP Ariba. It covers key sections and steps involved in the approval workflow.

Navigating Strategy and Plan Documents:

Accessing Documents: Use the Develop Strategy and Plan application to locate relevant documents within the Strategy and Plan Documents table. Work with documents in the "Active" state and marked as "Not Restricted."

Sections Overview:

• Strategy and Plan Details
• Phase or Status
• Strategy Summary
• Goals
• Initiatives
• Linked Tools
• Comments

Initiating the Approval Process:

1. Navigate to Approval: Go to the Approval section via workflow navigation.
2. Create Approval Document: Select the Approval Document card header or click the Create Approval Document button.
3. Verification: Ensure the details within Goals, Initiatives, and Linked Tools tabs are accurate and complete.
4. Submit for Approval: Navigate to the upper corner of the page, select Submit for Approval, and click Submit to finalize the approval process.

This lesson equips you with the skills to manage and submit strategy and plan documents efficiently, ensuring thorough preparation for approval and effective communication of strategic objectives.