Two level of approvals in Standard Change

[Kumar147]

Hello,

I have a requirement of creating two level of approvals in Standard Change Management. One is constant group approval and second level is based on assignment group approval. can anyone help me on this.

Thanks in advance.

[Syedmd08]

Here are the steps to achieve this:

1. Create a Constant Group Approval

• Navigate to "Change Management" > "Approvals" > "Groups".
• Click on "New" to create a new group.
• Enter a name for the group, such as "Constant Approval Group".
• Set the "Approval Type" to "Group".
• Under "Group Members", add the users who should be part of this approval group.
• Save the group.

1. Create an Assignment Group Approval

• Navigate to "Change Management" > "Approvals" > "Groups".
• Click on "New" to create a new group.
• Enter a name for the group, such as "Assignment Group Approval".
• Set the "Approval Type" to "Group".
• Under "Group Members", add the users who should be part of this approval group.
• Save the group.

1. Create Approval Policies

• Navigate to "Change Management" > "Policies" > "Approval Policies".
• Click on "New" to create a new approval policy.
• Enter a name for the policy, such as "Two-Level Approval Policy".
• Under "Approvers", add the "Constant Approval Group" as the first level of approval.
• Under "Secondary Approvers", select "Assignment Group" as the type of secondary approval and select the "Assignment Group Approval" group.
• Save the policy.

1. Assign the Approval Policy to Change Requests

• Navigate to "Change Management" > "All Change Requests".
• Open a change request that requires the two levels of approval.
• Click on "Approvals" in the left-hand navigation.
• Click on "New" to create a new approval record.
• Select the "Two-Level Approval Policy" as the approval policy.
• Click on "Submit" to submit the approval request.

That's it! Now, the change request will go through two levels of approval - first, the Constant Approval Group and then, the Assignment Group Approval.

Please mark my reply as Helpful and/or Accept Solution, if applicable. Thanks!

[Kumar147]

Hello @Syedmd08,

Thanks for the reply, I am looking for the approvals when any user tries to propose, modify or retire a Standard change Template.

[Sarah McLaughli]

Were you able to resolve this issue with the new Change - Standard - Proposal Flow?