Approval Settings
Approval Settings apply at the global level for all the approvals in the modules. It means, the settings are irrespective of the nature of module, ticket, or the approval request. You can manage the settings from the list page.
| Parameter | Description |
|---|---|
| Multi Approval Decision Type | When there are multiple approval workflows available for a ticket, the decision or the final status of the ticket depends on the number of approvals that needs to be accepted. The options are: - Unanimous: All the approvals should be received. - Majority: More than 50% of approvals should be received. - Any one: Any one approval is sufficient. - Last Approval: The approval is appoved, rejected, or referred back based on the last (latest) approval received. |
| Allow User to Create Manual Approval | Activate if you want to allow the user to create an approval request manually. If enabled, you can create an approval from the ticket's details page. If disabled, on clicking Ask For Approval from the details page, the system will automatically apply the suitable approval workflow. |
| Note Required for Approval Rejection | Activate if you want the approver to add a note on rejecting the approval. |
| Allow User to Add Quick Note While Approving/Rejecting Approval | Activate if you want the user to add a note while approving or rejecting the approval. |
| Skip Approval In Case Requester is also the Approver | Enable to skip the approval of the Requester who is also an Approver. By default, it is disabled. If enabled, the approval of the Requester, who is also an Approver, will get skipped. |
| Allow User to update Service Request fields after Approval | Enable to allow the user to update the Service Request custom fields once the approval is received. By default, it is disabled. |
| Response Required From All Approvers | Enable to allow the user to wait for all the approvers' responses before setting the Approval status based on the Approval type. If enabled you can select a decision type to determine how responses from all approvers should be collected and handled. If disabled, even if one response is received, the system will set the approval status based on its type i.e. approved, rejected, or referred back. By default, it is disabled. Note: The approval response will be neglected when the Approval of the respective approver is either deleted or ignored. |
| Change Request Status To | Define the request status to be changed as per the stages of the approval workflow. |
| Change Problem Status To | Define the problem status to be changed as per the stages of the approval workflow. |
| Change Asset Status To | Define the asset status to be changed as per the stages of the approval workflow. |
| Change CI Status To | Define the CI status to be changed as per the stages of the approval workflow. |
Once all the settings are configured, click Update.