Set up approval rules

Set up rules for approvals at each approval level by selecting an approver type and the requirement of approval from either one or all the stakeholders. Define filter conditions on the source table to which the approval rule is applied.

Before you begin

Role required: sn_bcm.admin

About this task

You can select specific approvers, approvers from the selected source table, dynamic approvers, or approvers that you choose to approve your business documents. The approvers can be a BIA owner, BCM lead, BCM manager, BCM admin, contributors, or one or all of them from the source table that you select.

Procedure

1. Navigate to All > Assignment and Approval Configurations > Approval Configurations.
2. Click an approval configuration record in the list.
3. Click the approval levels record in the Name column of the Approval Levels section.
4. Click New in the Approval Rules section.
5. On the form, fill in the fields.

   Table 1. Approval Rule form

   Field	Description
   Name	Name of the approval rule.
   Source	Table to which the approval rule is applied.
   Query using field	Field that connects the approving table and the source table.
   Additional condition	Filter conditions applied on the source table.
   Approver type	Type of approver. Specific approvers: Your choice of approvers. Approver from source: Users or groups from the source table. Dynamic approvers: Approvers selected dynamically from any table. Scripted approvers: Script to determine approvers. See the script shown as an example below. Note: For security reasons, the BCM admin doesn’t have write access to the Script field on the Approval Rule form. Only the Approver Configurator developer has create and write access to the Script field on the Approval Rule form. If you have the BCM admin role, you can set up an approval rule only with types of approvers from the Approver type list: Specific approvers Approver from source For more information on the roles in the GRC: Approver Configurator application, see Roles installed with GRC: Approver Configurator.
   Approval required from	One or more stakeholders from whom the approval is required.
   Description	Brief note about the approval rule.
   Approvers
   Approvers from	Approver table. This field is available only if the Approver type is Approver from source or Dynamic approvers. Defaults to the source table if it is Approver from source.
   Filter by	Conditions to filter records from the approver table. This field is available only if the Approver type is Dynamic approvers.
   Advanced	Option to set a scripted dynamic condition.
   User field	User reference or list of approvers from the approver table.
   Group field	User group reference as approver from the approver table.
   Dynamic condition	Script field to apply advanced filter on approver table.
   Users	One or more users designated as approvers.
   Group	Group of approvers.
   Scripted approvers
   Script	Script to determine approvers; users and groups in the script are selected as approvers.

6. Click Submit.

Sample script to add assignees from CMDB dependencies as approvers

Field values on the form:

Name

Assignee of CMDB dependency as approvers.

Source

Dependency [sn_bia_dependency].

Query using field

Dependency Group.Impact Analysis

Approver type

Scripted approvers

Figure 1. Sample script to add approvers