Create Approval Flow Policies

As an IT administrator, effectively configuring Approval Flow Policies in EmpowerID is essential for automating the approval process. When users submit a "Business Request" with one or more resource items, Approval Flow policies manage the necessary approval steps before granting access. This article will guide you through creating an Approval Flow policy that directs Business Requests to the requestor's manager for approval. By following these guidelines, you can use this as a foundation for creating additional Approval Flow policies tailored to your organization's needs.

Create the policy

1. On the navbar, expand IT Shop and click Approval Flow Policies.

2. On the Find Approval Flow Policy page, select the Approval Flow Policies tab and then click the Add button on the grid header.  
   
   

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3. In the Add New Policy dialog that opens, enter something similar to Manager 1 Step Approval in the Name and Display Name fields and then click Save.

4. Close the Add New Policy dialog.

5. Search for the policy you just created and click the Name link for it.

6. Expand the Approval Steps in Policy accordion and click the Add button.
   
   

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7. For Approval Step, select the step you created in the Configure Approval Steps topic.

8. For If Approver Is Initiator And Target Person, select Automatically Approve.

9. For If Approver Is Target Person, select Automatically Approve.

10. For If Initiator Is Approver, select Automatically Approve.

11. Select Allow Item Level Approval.

12. Select Allow Add Approvers to allow the manager to add other approvers to the task that is generated by the request.

13. Select Allow Assign Task to allow the manager to delegate the task to other people.

14. Click Save.
    
    

https://dotnetworkflow.jira.com/wiki/spaces/EAGV24R2/pages/3390586803