Request an approval and approve the event

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Approve the exercise in BCM UIB Workspace.

    Before you begin

    Role required: sn_bcm.planner, sn_bcm.program_manager

    Procedure

    1. Navigate to Workspaces > Business Continuity Workspace > Exercises > Pending.
    2. Select an event for which you are an approver.
    3. Verify that all activated plans are closed; close the open plans before submitting the event for an approval.
      Note:
      Submitting a functional exercise or actual event for approval when an activated plan is still in the Open state results in an error message: All activated plans must be closed before submitting the event for an approval.
      Error message.
    4. Select Submit for approval.
      Note:
      If an approval record is created for the exercise, the Approve or Reject actions are not displayed on the form. For a user to view the Approve or Reject actions, these conditions must be fulfilled:
      • The user should have the sn_recovery.event_manager role.
      • The exercise should be in the Pending approval state.
      • The exercise should not have any approval records created.
    5. Select Closed Complete.
      You can update the state of the event to Closed Complete.