Creating Approval Processes

You create approval processes to organize the review process. After you create the review process, you can assign approvers and add approval items.

About this task

The Allow approvers to approve with changes is available and can be edited based on the configurations for Approvals.

Procedure

  1. Click Operations > Approvals to open My Active Approvals.
  2. Click Add approvals to add an approval process.
  3. Complete the fields and click Save Changes.

    The required fields are Owner/Sent By, Subject, and Target Due Date. By default, Enable comment attachments is checked. You can add multiple approval items and multiple approvers. If you add approvers, you must specify each approvers place in the sequence and the Default Duration for their reviews.

    When you create a standalone approval here, the Template name column will be blank. If you have created a project as described in Chapter 5. Projects, the Template name column will show the project’s template name. The template name is indicative of the project template the approval belongs to.

    For more information about assigning approves, see Assigning Approvers. For more information about adding approval items, see Adding approval items.