Approving Process in SIS

Above the (Default) Generic Approval Process in IMS SIS is shown.

It is also possible to have a Writer Approval step between Draft and Level 1 Approved.

To learn more about the Approval Work Process, Privileges and Levels see Approvals - Overview. See also Security Settings to learn how approval rights are assigned to users.

Multistep Approval for HAZOPs, LOPAs and SIF Analyses

IMS SIS has an Approval option that enforces that at least two different users are involved in the approval workflow of an object (HAZOPs, LOPAs and SIF Analyses) and prevents the last approver from performing the next approval step.

For example the first user will only have the LEVEL 1 APPROVED button available, while only the second user will have the Final Approve button. Both users can disapprove at any time.

The SIS Multistep Approval process can be activated with the Application Setting: "SIS Multistep approval".

Direct versus Step-by-Step Approval for HAZOPs, LOPAs and SIF Analyses

In SIS it is possible to specify whether approvals are done in one step (direct/max approval) or step-by-step (one level at a time via a dropdown). It also allows for the inclusion of an explicit Writer Approval level. By default Writer Approval is only available to users without approval rights and is not a formal part of the workflow.

The SIS Direct versus Step-by-Step Approval process can be activated with the Application Setting: "SIS Direct approval".

Below the different workflows are depicted.

SIS Direct approval = 0

The dropdown is available. The approval goes to the highest level.

SIS Direct Approval B value = 1

The dropdown is hidden. The approval goes to the highest level.

SIS Direct Approval B value = 2

The dropdown is hidden. The approval goes to the Writer Approval level and then step-by-step.

SIS Direct Approval B value = 3

The dropdown is hidden. The approval goes to the Writer Approval level and then the highest level.

Batch Approval of HAZOPs, LOPAs, SIF Analyses, Schedules and ECHs

All SIS objects (HAZOPs, LOPAs, SIF Analyses, Schedules and ECHs) can be batch approved from the respective Main Screen (grid list). The batch approval will follow the same workflow as what is specified for the individual objects.

Disapproving and Editing Approved HAZOPs, LOPAs and SIF Analyses

If a HAZOP, LOPA or SIF Analysis has been Approved and you find an error in it, you can send it back to draft for correction. This works at both approval stages: Level 1 Approved and Final Approved.

You need at least Write Approval rights for the location the object belongs to. Without those rights, the option is not available.

To edit a Final Approved object:

Open the HAZOP, LOPA or SIF Analysis you want to correct.
Click the Approve button to expand the Approve section.

In the Approval section click Edit Final Approved...

The object returns to draft and can be edited again.

Caution
A new version is created in this case. This also means that before you can Approve the HAZOP or LOPA you will need to add a new session.

To edit a Level 1 Approved object:

Open the HAZOP, LOPA or SIF Analysis you want to correct.
Click the Approve button to expand the Approve section.
Click Disapprove.

Add a reason.
Click Save.

The object returns to draft and can be edited again.

Note
In this case a new revision is not created, you will be editing the same revision that was previously Level 1 Approved.

Approval Process in SIS