Configure Approval Steps

Approval Steps in an Approval policy have several configurable options that determine what happens when the step is encountered. These options include:

• Approver Resolver Rules: This option allows you to define who can approve the step. You can set multiple approvers as needed.

• Auto-Approve for these Assignees: You can use this option to set up automatic approval for specific users. Once enabled, the system will automatically approve the step for these users in any Business Request that includes the step under its Approval policy. This eliminates the need for manual approval and speeds up the process.

• Fallback Approver: The Fallback Approver option designates one or more fallback approvers in situations where no approvers are available for the request. These fallback approvers will be authorized to approve the request in case the primary Approver Resolver Rules do not yield any approvers.

This article explains how to configure Approval Steps.

Procedure

1. Sign in to your EmpowerID portal as at least an IT Shop Approval Notification Admin.

2. Browse to Low Code / No Code Workflow > Approval Policies.
   
   

   Open

   

    

3. Select the Approval Steps tab and search for the Approval Step you need to configure.

3. Click the Name link for the step.
   
   

   Open

   

   
   This action directs you to the View One page for the Step.
   
   

    

5. To configure Approver Resolver Rules, do the following:

   1. Expand the Approver Resolver Rules accordion and click the Add button.

   2. Choose the type of Approver Resolver you want to add.

   3. If you select the "Static Approver" option, you need to choose the type of assignee for the policy, such as a Management Role, and then select the specific role from the dropdown list, like the one shown below.
      
      

   4. Click Save.

   5. Repeat the process to configure more Approver Resolver Rules as needed.

   6. Click Submit to commit your changes.
      
      

6. To configure auto-approval, do the following:

   1. Expand the Auto-Approve for These Assignees accordion and click the Add button.

   2. Choose the type of Approver Resolver you want to add.

   3. If you select the "Static Approver" option, you need to choose the type of assignee for the policy, such as a Business Role and Location, and then select the specific Business Role and Location, like the one shown below.
      
      

   4. Click Save.

   5. Repeat the process to configure more auto-approval rules as needed.

   6. Click Submit to commit your changes.

7. To configure Fallback approvers, do the following:

   1. Expand the Fallback Approver (Select One) accordion and click the Add button.

   2. Choose the type of Approver Resolver you want to add and fill in any contextual fields that may appear for that type, as is the case when selecting Static Approver.

   3. Click Save.
      
      

   4. Repeat the process to configure more additional fallback approvers as needed.

   5. Click Submit to commit your changes.

8. Once you have finished configuring the settings, click the Publish button to activate the new changes. This is necessary to update any Approval policies that currently have the step. You must do this each time you alter the configuration of a step.
   
   

   
   You should a Publishing Finished message. The new configurations will now take effect in any Approval policies that have the step.