Creating a new approval stage

To add a new approval stage:

  1. Click Add Stage on the Approval Stages tab. The system displays Approval Stages panel.
  2. Specify this information:
    • Stage Name
    • Description
    • Approvers
  3. Add Approver.
    Click the Browse icon to select an approver from the list.
  4. Add functional area variable(s).
    Click the Browse icon to select a functional area variable from the list instead of hard-coding the name of an approver. The variable will be replaced with the correct approver at the time of approval.
  5. Emergency Access Users
    Click the Browse icon to add an emergency access user to the list.
  6. Manager of User.
    Click the Browse icon to add the manager of the user.
  7. Two additional options are displayed in the Approvers drop-down list for all template types, except for User Deprovisioning template types:
    • Rule Owners
    • Rule Business Process Owners
  8. Select the Allow Mitigation at this Stage check box if you want the violations identified in a request to be mitigated at this stage.
  9. Select the Make approver comments mandatory check box if approvers will be required to add their comments.
  10. Stage Approval Requirement
    Select the approval requirement option for this stage. The request cannot move to the next stage unless this requirement is met.
  11. Stage Mitigation/ Approval Option
    Select whether violations can be mitigated or roles approved only by their respective owners or by any approver for this stage.
  12. Bypass Stage if
    An approval stage is bypassed, if one of the options on this panel is selected.
  13. Click Add.