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Approvals

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IC11608

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Approvals are a simple way, supported by the "general approval" workflow, to obtain the approval of people for another process. This is used, for example, in the best practice workflow service ticket or in personal onboarding. The approval itself, as it is presented here, cannot be used independently. Tickets in the release are always called from another workflow as a sub-process. The configuration takes place completely in the calling workflow so that the general release can be connected to all other workflows.


Release status

In this area you can see all the information about the approval workflow, its participants and the history.

Identification

Information on the identification of the data record is stored in this info area.
PropertyDescription
DescriptionThe information required for the release, which is defined in the main workflow and should be made available to the releaser, is stored here.
Responsible personThe calling main workflow defines who the person responsible for this release is. This person is also referred to as the releaser in the release workflow.

Escalation control

This area contains the information on how this release ticket should handle an escalation.
PropertyDescription
Step DurationStep duration "Release". This sets the deadline. This value is set from the main workflow.
Number of escalationsDefines how often the escalation loop should be run through. This value is set from the main workflow.
Finish successfullyApproved on automatic exit. This value is set from the main workflow.
Deadline until the reminderHow much time passes until the first reminder. This value is set from the main workflow.
Escalation timeNumber of hours each escalation takes. This value is set from the main workflow.
ObsoleteThis indicator allows you to automatically cancel a release that is no longer required. If activated, the release is automatically withdrawn at the next opportunity in the system without the need for manual processing.

Original ticket

This area provides a link to the ticket that can be approved or rejected with this release.

Comments

This info area has an editor in which comments can be left for approval. The comment can be freely formatted and saved using the "Add comment" button. For the release, the comment is used by the calling workflows to leave information for the releaser.

In this section you can add and edit comments and annotations.

Documents

Documents of any kind relating to the release can be uploaded in this info area.

In this section you can upload, download and manage files.

Details

Details are listed in this info area if the approval is to apply to more than one request, for example. The content of the details depends on the workflow that requests the approval and therefore defines the details.

See also: Release details

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