Approval Process Templates
Approval process templates are used to execute the approval process of a request. They automate the process of requesting, analyzing, and routing operations such as assigning or revoking roles and creating user accounts. The approval process ensures that when a request is made for a change to an ERP system, the request is verified and approved by a defined set of authorized users before the change is implemented. Verification and authorization are carried out on the basis of approval process templates.
When a user creates a request, Infor Risk & Compliance picks the correct approval template based on two factors: the request type, for example, Role or Responsibility Assignment and the connection used.
Default approval process templates are shipped with the application. Users can either customize these templates or create their own approval process templates.
The link and the Approval Process Templates page will be displayed on the User Interface only if you have Access Manager installed on your server.