The approval policy overview
On the overview form, you see, at a glance, the most important information about an approval policy.
To obtain an overview of an approval policy
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In the Manager, select the IT Shop > Basic configuration data > Approval policies category.
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Select the approval policy in the result list.
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Select the Approval policy overview task.
Adding to the IT Shop
You can assign approval policies to shops, shopping centers, or shelves. The approval policy is applied to the request from the respective IT Shop nodes if there are no approval policies assigned to child IT Shop nodes. For more information, see Determining effective approval policies.
To assign an approval policy to shops, shopping centers, or shelves
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In the Manager, select the IT Shop > Basic configuration data > Approval policies category.
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In the result list, select the approval policy.
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Select the Add to IT Shop task.
In the Add assignments pane, assign the shops, shopping centers, or shelves.
TIP: In the Remove assignments pane, you can remove shop, shopping center, or shelf assignments.
To remove an assignment
Select the shop, shopping center, or shelf and double-click .
- Save the changes.
Validity checking
Once you have edited an approval policy, you need to test it. This checks whether the approval steps can be used in the approval workflows in this combination. Non-valid approval steps are displayed in the error window.
To test an approval policy
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In the Manager, select the IT Shop > Basic configuration data > Approval policies category.
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Select the approval policy in the result list.
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Select the Validity check task.
Editing approval workflows
You can edit approval workflow that are assigned an approval policy here.
To edit approval workflow properties
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In the Manager, select the IT Shop > Basic configuration data > Approval policies category.
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Select the approval policy in the result list.
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To edit the approval workflow for requests, select task 1. Edit approval workflow.
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To edit the renewal workflow for requests, select task 2. Edit approval workflow.
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To edit the cancellation workflow, select task 3. Edit approval workflow.
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This opens the Workflow Editor.
Detailed information about this topic