Approve, reject or reset a materiality assessment

Once a team has submitted its double materiality assessment for approval, you decide as the approver how to proceed: approve the assessment, reject it with a justification, or reset an already approved assessment back to draft. All three actions start in the same place.

Prerequisites

• You are on the “Own Workforce Double Materiality Assessment” page, in the “Assessment status” section.
• To approve or reject, the assessment is in the status “In Review” and you hold the “Approve assessment” or “Reject assessment” permission in this team.
• To reset, the assessment is in the status “Approved” and you are a team administrator. Other roles do not see this action.

Approve the assessment

1. In the “Assessment status” section at the top right, click the “Actions” drop-down menu and select “Approve”.
2. The confirmation dialog “Approve Workforce DMA” opens and points out that editing remains disabled until the assessment is reverted.
3. Click “Approve”. “Cancel” closes the dialog without saving.
4. A confirmation message is shown briefly and the page reloads. The status changes from “In Review” to “Approved” and the green notice bar “This assessment is approved and read-only.” appears.

Impacts, risks/opportunities and engagements can no longer be edited. For administrators, the “Actions” drop-down menu now also offers “Return to draft”.

Reject the assessment

1. In the “Actions” drop-down menu, select “Reject”. The dialog “Reject assessment” opens.
2. Enter your feedback for the processing team in the mandatory field “Reviewer comments”. The field requires at least 20 characters; if a validation error occurs, the message appears in red below the input field.
3. Click the red “Reject” button to return the assessment, or “Cancel” to close the dialog without any action.
4. The status changes from “In Review” back to “Draft”. The notice bar “This assessment is currently under review - editing is disabled.” disappears and the team can edit impacts, risks/opportunities and engagements again.

Reset an approved assessment to draft

1. In the “Actions” drop-down menu, select “Return to draft”. The dialog “Reset assessment to draft” opens.
2. Justify the step in the mandatory field “Reason for return”, using at least 20 characters.
3. Click the red “Return to draft” button.
4. The status changes from “Approved” to “Draft”, the green notice bar disappears, and “Validate completeness” is available again in the “Actions” drop-down menu.

Traceability

Each of the three actions is logged in the activity history – the rejection together with the reviewer comments, the reset together with the reason you entered.

Only reset an approved assessment if substantial data changes are required. Handle minor editorial corrections within the validation process instead, that is by returning the assessment through a rejection, so that the approval path stays traceable.