Administrators can set up an approval policy to determine
how requests created by users are submitted for approval.
If you do not create an approval policy for a request type, requests of that type will not require approval.
TO CREATE A request APPROVAL POLICY:
- In the Approval
Policy section of the Create request Type screen, select
Define Approval Policy.
Additional fields display.
- To enable
routing of the request approval, select Routing
Enabled.
- Specify how
requests of this type should be approved:
- If the request can be approved by any of the approvers, select Approval
by Any Selected Members.
- If the request must be approved by all the listed approvers, select Approval
by All Selected Members.
- Specify what,
if any, notifications should be sent regarding the request:
- If approvers should
be notified when a request of this type has been submitted, select
Notify approvers when request has been
submitted.
- If the request
owner should be notified when a request of this type has been
approved, select Notify owner when request
has been approved.
- If the request
owner should be notified if a request of this type has been rejected,
select Notify owner when request has
been rejected.
- Type the notification
message that should be sent in the Message
text box.
- Click Save to save the approval policy for
the request type.
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