Change Model approach - seqential approvals

stevejarman · ‎08-21-2022

Is anyone able to offer any guidance/best practice for implementing sequential approvals under the Change Model (Change Approval Policies) approach to Change Management?

e.g. in the Assess stage, we want "Group 1" to approve the change, THEN "Group 2", THEN "Group 3" - i.e. if Group 1 hasn't approved it, don't even bother asking Group 2 yet.

By default, adding multiple approvals like this to the Change Approval Policy (regardless of the Order setting) will ask everyone at once, within a given Stage (e.g. Assess).

Would you approach setting up the "wait" in the Change Approval Policy, or must the Flow be customized to perform it somehow?

stevejarman · ‎09-06-2022

For reference, have solved this one. In brief, you need to:

* Set "Policy Inputs" on your Change Approval Policy to act as flags (True/False variables) on "batches" of approvals - e.g. "Round 1 Approvals Complete" or whatever names make sense in your situation.

* In you "Decisions", include these flags in the conditions - e.g. one condition might be "State is Assess and Round 1 Complete is False", and the next might be "State is Assess and Round 1 Complete is True".

* Copy and modify the OOTB Flow for the Normal Change Assess (or whatever you're working on) and shuffle it around to include multiple assessments of the Approval Policy.

In "Round 1" your flag (in my example here I called it "Peer Review") will be false.

In the "Round 2" Action, you'll check it to True in order to filter for the second round Decisions in the Change Approval Policy.

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puneetgoels1 · ‎10-24-2022

I have a similar requirement. So did you create the new field for Round 1 Approvals Complete, and Round 2 Approvals Complete on the change request table?

Vivi Brasil · ‎05-17-2023

Hello @puneetgoels1 , I have used this approach and you don't need to create the fields (flags) in the change_request table, you only need to create the fields in the Change Policy Approval, as "Policy Inputs".

Hareesha · ‎06-10-2024

Hi Vivi Brasil,

I have created Peer review under policy inputs but i am unabe to in under action in flow designer.

Vivi Brasil · ‎05-17-2023

Hi @stevejarman , this solution saved me today, it is a great approach! I have implemented it as you suggested, and it worked very well, thank you so much for dedicating your time to describe it here, for reference.

Hareesha · ‎06-10-2024

I have created peer review under policy inputs but i am unable to see in flow designer