Approvals, Verifications, and Attestations
Guides on Data Validation Workflows in GEMS
39 articles
GEMS Approvals –Introduction
Waiting Approval Tile
Email Notifications for Approvers
Create a Change Request
Create a Change Request for ‘Add New Entity’
Email Configuration Settings for Approvers and Submitters
Rejected Change Requests
Editing Submitted Changes Sent to Approver
Pausing a Change Request
Managing Change Requests
Video - Data Validation Approvals, Verifications, Attestations
Assigning Approver 'Change Control' Responsibilities (Admin Only)
Email Templates (Admin Only)
Configuring an Approvals Workflow for Existing Business Entities (Admin Only)
Configuring an Approvals Workflow for Specific New Business Entities (Admin Only)
Configuring an Approvals Workflow for New Business Entities (Admin Only)
Enabling the Approvals Module (Admin Only)
Approvals Workflow Summary Screen (Admin Only)
Configuring an Approvals Workflow (Admin Only)
Saving a Workflow before Activation (Admin Only)
Apply a Workflow to Specific Existing Business Entities (Admin Only)
How to Make a GEMS User an Approver
Introduction to the Features of Verifications/Audits
The Audit Process
Assigning Audit Responsibilities (Audit Manager)
Creating an Audit (Audit Manager)
Cloning an Audit (Audit Manager)
Editing an Audit (Audit Manager)
Deleting an Audit (Audit Manager)
Viewing the Details of a Verification Phase (Audit Manager)
Overseeing the Progress of the Audit (Audit Manager)
Viewing Audit-Related Snapshots for a Legal Entity (Updaters/Verifiers)
Viewing the Status of Legal Entities in an Audit (Updaters/Verifiers)
Marking a Legal Entity "Ready for Verification" (Updaters)
Approving/Rejecting a Legal Entity That Is "Ready for Verification"
Viewing Verification History (Audit Manager)
Configuring Verification Preferences (Admin Only)
Verification Searches
Verification for Archived/Non-Current Entities