Configure an approval process

An approval process contains at least one step, and each step is approved by a client, a CAB, a location approver, or a department approver.

In the following example, a one-step approval process is created, the IT Department Approver is assigned as the approver, and the IT General/Other > Upgrade Request type is associated with the process.

Prerequisites

This is the fourth task in the approval process example scenario. Before you start, you must complete the previous tasks:

• Create approver roles
• Assign a department and client to an approver role
• Create new status types

Configure an approval process

1. Click Setup > Processes > Approval Processes.

2. Click New.

   

3. Enter a name for the process and click Save.

   

4. Click Approval Steps, and then click New.

   

5. Enter a name for the approval step.
6. Click an approver type. For example, Department Approver.

7. Select the approver to assign to the step.

   

8. Click Save.
9. If necessary, add additional approval steps. In this example, no other steps are needed.
10. When you have added all steps, click Request Types Supported.

11. Click Edit.

    

12. Select all request types to associate with this approval process, and click Save.

    

13. On the Request Types Supported tab, click Done.