Creating approval process templates

In addition to the default templates provided, IRC enables you to create approval process templates to suit your requirements.

Create an approval process template as follows:

  1. Select Design > Approval Process.
    The Approval Process Templates page is opens.
  2. Click the New icon on the Approval Process Template page.
    The page for a new approval process template is displayed with two tabs:
    • Process Details
    • Approval Stages
  3. Provide details in the fields of these tabs.
    • Name
    • Type
    • Connections
    • Default Approver
    • Description
    • Created By
  4. The Options panel contains a list of pre-set approval options that may be modified. Modification is possible only if the Override this Option check box is selected on the Access Management section on the Configuration page.
    • Analysis Options
    • Completion of Request
    • E-mail Notification Settings
    • Requestor Comments
    • Self Approval Settings
    • Stale Request Cancellation
    • Stale Request Reminder
    • Violation Migration
  5. Click Save to save the new approval process template.