Policy dynamic approval setup

Set up dynamic approval configuration on a policy. Based on the configured approval levels, the Policy and Compliance Management application configures one or more approval rules on the policy record.

Before you begin

Role required: sn_compliance.manager, sn_compliance.user

About this task

A user with the sn_compliance_ws.corporate_compliance_manager role can create dynamic approval configuration and a user with the sn_compliance_ws.corporate_compliance_user role has read permission for the policy record.

Procedure

1. Navigate to All > Policy and Compliance > Compliance Workspace.
2. In the Compliance Workspace, select the List icon.
3. Navigate to Compliance library > My policies and select New.
4. Enter the name of the policy.
5. In the Policy Assignment panel, update the Owner and Reviewers fields.
6. Select the approval method in the Approval method field.

   Step	Description
   Select approvers	Option to select the approvers on the policy record. You can add the approvers in the Approvers field.
   Use approval rule	Option to use the approval rule for dynamic approval configuration. Based on the setup of the approval configuration and configured approval levels, the system applies one or more approval rules on the policy record. Once an approval rule has been configured, that value is populated in the Approval rule field.

   For more information on creating a policy in the Compliance Workspace, see create a new policy.

   Note:

   If dynamic approval configuration is not set up on the policy record, the approvers are added in the Approval field of the policy.
7. In the Schedule panel, update the date for the record in the Valid to field.
8. Select Save.
9. Select Request approval.

   The policy owner can request approval and complete the workflow on the policy record. For a given approval configuration on the policy record, the system applies the configured approval rules dynamically at each approval level. Once the Awaiting approval state is triggered and the Use approval rule option is selected as the approval method, the field gets populated with the details such as the configuration being used for the approvers.

   If the policy gets rejected at any level, it is reset to the Draft state. When all levels are approved, the policy moves to the Published state.