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.

View solution in original post

Yong Zeng Lee · ‎09-09-2024

new policy inputs wont be visible for itsm spoke that was created prior. insert a new Apply Change Approval Policy spoke and you shall see your latest policy input available in there.

steveturley · ‎09-20-2022

Hi.

This thread is really interesting as I need to do exactly this.

How do you replace the existing approval flow with you have created above?

Thanks!

Aitor Cabello · ‎05-22-2024

Hi,

We have chosen to create a list variable in the change table form (1.png) , where we attach all the groups we want to approve (manual approval) in the New phase. Once this is done, we then create a new decision under "Normal Change Policy" (2.png). The OOTB flow "Change - Normal - Assess" takes the approvals without modifying it. (3.png)

I hope it helps you!

Thanks in advance.

Regards.