Overview
Approvals allow users to manage and track formal requests for approvals related to an initiative. This page is where you can set up approval definitions for your organization.
What are Approval Definitions?
An approval definition describes a specific type of approval—e.g. Business Case Approval or Change Request Approval—and stores:
Name of the approval
Who can approve (approver rules)
Information required (sections and fields)
Next workflow stage once approval is granted (optional)
Creating an Approval Definition
On the Approvals tab in Configuration, select add approval definition to name the approval and choose an approver option
Optional: Select the Next stage the initiative should move to after approval
Optional: Add one or more Approval sections
Within an approval section, define the Fields that must be completed before submission
Approver Options
Approver Option | Who can Approve |
|---|---|
Anyone with approver role can approve | In Manage Users ▸ Strategic Portfolio ▸ Approvals, grant users the Approver role. Any user assigned the Approver role will be able to approve a submitted approval request |
Everyone in the list has to approve | Under Select accounts, add the required approvers All listed users must approve before the request is marked Approved |
Anyone in the list can approve | Under Select accounts, add potential approvers Any one of the listed users can approve |