Approvers
This portion of the New or Edit Approval Process form contains a list of approvers and items to approve, as well as other options to configure the approval process.
List of approvers
This section of the page displays a list of approvers. By default, this field is empty. Add approvers by using the Add Approvers link.
Note the following:
- Individual users or teams can be set as approvers.
- By default, approvers are added as Required.
Field | Description |
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Approver role | A role or roles associated with the approval task. These can be loaded automatically from the project template used to create the project, or the project owner can set them up manually. This field is not available in stand-alone approvals. |
Approver Name | Displays the user name of the approver. You can use the drop-down menu to update the approver. |
Default Duration | Displays a duration selection control. Specify the actual duration for each approver or approval step. |
Sequence | Displays the order in which the approvers need to respond. Enter integer values in the field for each approver, as follows.
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Required | Check the box next to each approver who must approve. If this box is not checked, the approver is optional. Note the following behavior for required approvers.
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Instructions for approvers | Add any instructions or comments for the approver to see when they open the approval. Note: This field is not available in a stand-alone approval. |
Add approvers | Clicking this link opens the Select Approvers dialog box, where you can edit the list of approvers. |
Other fields
The bottom portion of the page, above the list of approval items, contains the remainder of the approval settings.
Field | Description |
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Subject | Add a short subject for the approval. This text should be fairly descriptive, as it shows up in the Approval List for help in differentiating between all the approvals on the list. |
Target Due Date | Enter a target date by which you want the overall approval process completed. Use the calendar icon in the drop-down list to choose a date from the calendar. Note the following.
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Description | Displays the text details for the approval. |
Re-approval Rules | Select the rule to use for this approval. You can restart the approval, continue from current review step, or select the approvers who need to review again. |
Disposition on all approval items required | Check box that determines whether all approval items need to be reviewed. If this box is checked, each approver must approve or deny all approval items. |
Enable comment attachments | Check this box to allow approvers to add comments attachments while responding to the approval. By default, this option is selected. |
Enable approval auto completion | Check this box to have the system automatically mark the approval Completed after the last required approver approves. By default, this option is not selected. |