Submit for approval

When you’re ready, verify your model’s status, and then submit your model documentation or validation report for approval.

Prerequisites

• You are logged in to ValidMind.
• The model you are documenting is registered in the model inventory.¹
• The approval workflow has been configured by an administrator.²
• You are a Developer or Validator, or assigned another role with sufficient permissions to perform the tasks in this guide.³

¹ Register models in the inventory

² Configure model workflows

³ Manage permissions

To configure workflow states and transitions, you must have sufficient workflow permissions.

By default, the Customer Admin role has these permissions.

Verify model status

Review the details for workflows currently active on a specific model:

1. In the left sidebar, click Inventory.

2. Select a model or find your model by applying a filter or searching for it.⁴

3. On the landing page of your model, locate the active workflows section.

4. Click on the name of any active workflow to review that specific workflow’s details.

5. Click on the tab you would like to review:

   • Details — Name and description (if present) of the workflow, the workflow’s status and progress (if applicable), when it was created, and when it was started.
   • Activity — History of updates to the workflow on that model.
   • Findings — Findings for that model created within the duration of that workflow’s runtime.
   • Workflow⁵ — Overview of the entire workflow. The current workflow step is highlighted on this view.

⁴ Working with the model inventory

⁵ Hover over a workflow step to view an animation of the steps connecting to and from that step.

Advance model status

For you to be able to transition a model through the approval workflow, you must have completed all the previous required workflow steps.

For example, you cannot submit a validation report for review until the model documentation itself has been submitted.

Roles and action visibility

Depending on the configuration of your workflows, you may or may not be able to move a model into another workflow state as actions can be gated to only users of certain roles.

When all the actions that can be performed by your role are completed for that model at that stage of the workflow, actions will disappear from your view.

1. In the left sidebar, click Inventory.

2. Select a model or find your model by applying a filter or searching for it.⁶

3. On the landing page of your model, locate the active workflows section and the workflow you’d like to transition.

4. If an action is available to your role, you’ll see it listed under that workflow:

   • Click to open up the transition panel for your selected action. This arrow will be followed by the action name.
   • Enter your notes and any other additional inventory fields⁷ then click Submit.

⁶ Working with the model inventory

⁷ Manage model inventory fields

While your lifecycle statuses and workflows are custom to your organization, some examples are:

• To submit model documentation for validation — Click Ready for Validation to indicate that a model developer has completed the initial model documentation and is ready to have it validated. Add any notes that need to be included and then click Ready for Validation.
• To submit validation reports for review and approval — Click Ready for Review to indicate that you have completed your initial model validation report, fill in the mandatory notes, and submit.
• To request revisions to model documentation or validation reports — Click Request Revision, fill in the mandatory notes to explain the changes that are required, and submit.
• To have your model documentation and validation report approved — Click Ready for Approval, fill in the mandatory notes, and submit.

What’s next

• Collaborate with others
• Review model documentation
• View model activity