Preventing reports from being published before approval

Reports that have not yet been approved can be prevented from being viewed and printed by users other than those defined in the Approval name.

To prevent reports from being viewed before approval

1. Define the Approval name as follows:
   • Identify the list of Control-D/WebAccess Server users that should approve the specific report.
   • Define these usernames or masks in the AUTHORIZE field in the Approval name in the IOA Approval tree.
   • Determine who to send emails to, if the report has not been approved on time, by defining the EMAIL and EMAILCC parameters in the DESC field of the Approval name.

   The Approval tree is comprised of a hierarchy of Approval names. Each Approval name can view and approve reports of Approval names situated below. For more information, see the section on Defining the Approval tree in the Control-D and Control-V User Guide.

2. Assign a report for approval by adding a DO APPROV statement in the decollation definition with the following specifications:
   • the Approval name
   • the value of Hidden as Y
   • the number of days in the SLA parameter - if this report must be approved within a certain number of days after it has been created

   Users can also approve one report, and grant approval to all other reports related to the same $SYSDATA. For this option, specify the value of Multi as S. If the Hidden value is Y, all reports related to the same $SYSDATA, are also hidden.

   If the report for approval, is created as a result of a STORE = Y print mission, specify the value of STORE as Y.

   DO

   WHEN LINE 00020 - 00060 COL 00020 - 00024 PRINT   REF NXT   CT     AND/OR

        STRING = TOTAL

   DO APPROV  = FINANCE HIDDEN Y MULTI STORE N SLA 5

   DO

   For more information on DO APPROV, see the section on Decollation Mission Parameters in the Control-D and Control-V User Guide.

   Note: It is also possible to add approval attributes, using the User Permanent file. For more information, see the section on Permanent User Report List File in the INCONTROL for z/OS Administrator Guide.

   During the decollation process, an Approval Object is created for each report with a valid approval definition. The Approval name is checked against the Approval tree and if there is a match, the Approval Object is created. The SLA (Service Level Agreement) for the report is then added to the Approval Object. Once the report is either approved or rejected the Approval Object is deleted. Approval Objects can be viewed in the DO.5 screen. For more information, see the Control-D and Control-V User Guide.

   Each user must filter for the reports that are assigned to them for approval using the Control-D/WebAccess Server. For more information, see the section on filtering for reports that need approval, in the Control-D/WebAccess User Guide.

3. Run the CTDAPRV utility, as needed, in order to:
   • check whether reports are being approved on time
   • send emails to users that still need to approve reports
   • force approve or reject reports that cannot be approved by Control-D/WebAccess Server users

For more information, see the INCONTROL for z/OS Utilities Guide.

Note:

• Administrators can only view reports in Control-D/WebAccess Server, if they are included as a user in the Approval name and have been granted permissions to view that specific report. Otherwise, use the CTDAPRV utility. For more information on the CTDAPRV utility, see the INCONTROL for z/OS Utilities Guide.
• You can select whether to print reports waiting for approval and those in select approval statuses. By implementing the optional wish WDN028, reports are printed only after approval. By default, reports are printed regardless of their approval status.
• Migration and backup of reports run without checking the approval status of reports.
• Copying or the GIVETO command does not copy the approval status of reports.
• CTDDELRP utility has special parameters for managing reports in the approval process. For more information, see the INCONTROL for z/OS Utilities Guide.