Approval is Sticky after Additional Documents are Added
Currently if an Opportunity stage is approved and documents are subsequently added (without submittal) the stage is changed to "Changed" even though it has received final compliance approval.
This then requires the re-review of Opportunities that have already received final approval to be approved again.
Some documents that typically trail in the transaction process are not required for final approval because they trail. When these are added and not submitted the Opportunities accumulate in the Changed queue. Or if submitted require the Compliace Coordinator to re-review an Opportunity that was already approved.
Possible solution: "Sticky Approval" Once a stage is changed to Approved the status should not be changed by uploading and additional documents.
LABS Team
shared this idea
If "Changed" is a status that you would not like to review considering this use case provided, please try the Filters in the Compliance Review tab to sort out Opportunities in Changed status. :)
