Approvals, Verifications, and Attestations
Guides on Data Validation Workflows in GEMS
39 articles
- GEMS Approvals –Introduction
- Awaiting 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