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Approving or rejecting quota adjustments (administrators)

When all contributors have approved quota allocations for their territories, the workflow step moves to the administrator for final approval.

Note

This procedure applies to administrators.

  1. On the Planning cycles home page, click the planning cycle to open.

  2. Click the Quota view.

  3. On the root battle card, click Quota workflow.

  4. Review the status column in the workflow table for battle cards with the Submitted status.

    Tip

    You can use the status column to see where contributors are at in the workflow process. If the status is Not started, or if it's been In progress for a long time, you can nudge your contributors to complete their reviews.

  5. Expand the battle card until you can see the territory groups, and then click the territory groups to view the territories in the Allocate quota table.

  6. Review the quota adjustments and comments left by the previous contributors.

  7. Choose to approve or reject the changes:

    • Click Approve - this approves the changes and increases the overall completion rate for the workflow.

    • Click Reject - this rejects the changes and pushes the workflow back to the previous step in the process. If you choose to reject, make sure you leave comments in the Allocate quota table so the previous contributors know what to change.

Note

Once you've approved all changes, the completion rate of the workflow reaches 100%. At this time, you can cancel the workflow to revoke contributor access. See, Cancelling a quota workflow (administrators).