Manage Gates And Approvals In Release Manager Visual View

Visual View or Gates and Approvals view in Release Manager is a convenient way to add Stakeholders as Approvers to Gates and for those Approvers to approve those Gates.

Gates and Approvals May 2017

Administrators need the Add Approvers to Gates and Delete Approvers to Gates user permissions to manage Approvers to Gates.

To manage Approvers to Gates:

  1. Go to Releases > Release Manager.
  2. Click the blue flag next to the Release to open Gates and Approvals Visual View.
    Blue Flag
  3. Add Approvers:
    1. Click to select a Gate.
    2. Click Add New Stakeholder.
      • The listed Stakeholders are already associated with the Release. See below for how to add a new Stakeholder.
      • Hover your mouse cursor over a User Group in the Stakeholder column to show the group members.
        User Groups pop up v44500
  4. Delete Approvers:
    1. Click to select the Stakeholder.
    2. Click Remove.
  5. Add a new Stakeholder:
    1. Click Add New Stakeholder.
    2. Click Add Stakeholder.
    3. Select a name from the Name drop down menu.
      You can also select User Groups.
    4. Select a role from the Role drop down menu.
      Administrators can add roles using the Stakeholder Role Customization.
    5. Type an Email.
    6. Click to select a Stakeholders RACI checkbox.
    7. Click Add & Close.
    8. Click the X in the top right corner to close the Gate Approvers pop up.
      The new Stakeholder will now appear in the Click here to Add Stakeholder drop down menu.
  6. Click Go back to Releases to return to the normal Release Manager view.

If you have been added as an Approver for a Gate, you can approve the Gate in Visual View.

To approve Gates in Visual View:

  1. Go to Releases > Release Manager.
  2. Click the blue flag next to the Release to open Gates and Approvals Visual View.
    Blue Flag
    Or
    Click the Visual View button in View/Edit Releases pop up.
  3. To approve the Gate:
    1. Click the green tick.
      Green Tick
      The approval date appears. The Status changes from Pending to Approved.
      You can reject the Gate by clicking the red cross.
      Approved Gate
  4. To reject the Gate:
    1. Click the red cross.
      Red Cross
      The rejection date appears. The Status changes from Pending to Rejected.
      You can approve the Gate by clicking the green tick.
      Rejected Gate
  5. To manage comments:
    1. Click the Comments field.
    2. Type or edit the comment.
    3. Click outside the field to save.
  6. To manage attachments:
    1. Add attachments:
      1. Click the blue linked number in the right-hand column.
      2. Click Add Attachment.
      3. Close the pop up by clicking the X in the top right corner.
    2. View attachments:
      1. Click the blue linked number in the right-hand column.
      2. Click the blue eye.
        View attachment
      3. Close the pop up by clicking the X in the top right corner.
    3. Download attachments:
      1. Click the blue linked number in the right-hand column.
      2. Click the green box.
        Download attachment
      3. Close the pop up by clicking the X in the top right corner.
    4. Delete attachments:
      1. Click the blue linked number in the right-hand column.
      2. Click the red cross.
        Delete attachment
      3. Close the pop up by clicking the X in the top right corner.
  7. Click Go back to Releases to return to the normal Release Manager view.

Back to the top arrow

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