Create approval definitions

Use approval definitions to define a set of criteria that are evaluated automatically before the policy is marked as approved.

Before you begin

In the approval definitions, you can define to determine

• If the approval is user or group based.
• If it should automatically approve or reject on behalf of a user.
• If a response to the approval is required.

Role required: change_manager or admin

Note:

Approval definitions can be applied only once if multiple applied decisions have the same approval definitions associated with them.

Procedure

1. Navigate to All > Change > Change Policy > Approval Definitions.
2. Click New.
3. On the form, fill in the fields.

   Field	Description
   Name	Indicates the name of the approval definition.
   Mandatory	When checked, indicates if the Change Approval Policy must wait until there is a response from the approval generated by the definition.
   Approval action	Allows you to choose the type of the approval record to be created. Approve: Generates an approval record with the state set to Approved. Assign the user to associate with the record in the User field. Reject: Generates an approval record with the state set to Rejected. Assign the user to associate with the record in the User field. Add a user approval: Adds an approval record for the user specified in the User field. If the approval is necessary before the policy is approved, select the Mandatory check box. Add a group approval: Adds approval records for the members of the group listed in the Group field. If the approval is necessary before the policy is approved, select the Mandatory check box. When the Add a Group Approval action is selected, the Wait for field determines when an approval action should be considered met.
   Approver source	Allows you to select the source of the user or group approver. Approval Definition: enables the selection of a specific user or group. Change Request: enables the user or group to be determined dynamically through a reference field from the change_request table.
   Wait for	Determines the approval timing. First response: waits for the first response from the group. All responses: waits for all responses from the group. All members of the group must approve for the approval decision to be approved. Percentage of users: Set a percentage of users required for approval in the Percentage field. The possible values are: Empty: The first response satisfies the approval decision. Less than or equal to 0%: The first response satisfies the approval decision. Greater than or equal to 100%: All responses are required. Between 0 and 100%: The specified percentage of response is required. Note: The percentage is rounded to the nearest integer. 2.49 would round to 2, whereas 2.5 would round to 3.

   Note:

   When adding users or groups to which you want to send the approval, specify the Approval Definition value as Approver Source.
4. Click Submit.