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Configuring Approval Options for Change Requests

Deprecated

IMPORTANT: We recommend that you upgrade to the new, full-featured Approval Workflow to get the most out of Alloy Navigator for your Change Management. For instructions, see Installation Guide: Upgrade to the new Approval Workflow.

Basically, there are two approval modes for Change Requests:

  • Approval by a single nominated person. In this case, you need not configure any approval options.

  • Advanced approval procedure. This procedure can include various voting rules, a series of nominated approvers, voting time frame, and other parameters. Below you can find the typical methods for configuring advanced approval options.

ClosedTo define the method of voting:

    • Perform Approvals > Set Advanced Approvals workflow action that is typically available for Change Requests.

This action allows also to specify the additional parameters of voting; for example, set the minimum vote percentage for the "Required Percentage" voting method.

ClosedTo set the start time and deadline:

    • Perform Approvals > Set Advanced Approvals workflow action that is typically available for Change Requests.

ClosedTo add a required approval:

    1. Open the Change Request record.

    2. Click the Approvals tab.

    3. Under Approvers, click New > Approver and fill out the approval details.

or

    • Perform the Approvals > Add Approver workflow action that is typically available for Change Requests.

ClosedTo change the order of approvals (actual for the Sequenced Approval voting method):

    1. Open the Change Request record.

    2. Click the Approvers tab.

    3. Click Order. The Approvals Order window opens.

    4. Organize the list of approvers using the Move Up and Move Down buttons.

ClosedTo view an approval's details:

    1. Open the Change Request record.

    2. Click the Approvals tab.

    3. Under Approvers, double-click the approval to view.

ClosedTo remove an approval:

    1. Open the Change Request record.

    2. Click the Approvals tab.

    3. Select the approval to remove and click Delete under Approvers.

Related Information:

Performing workflow actions

Approving Change Requests

Related Information for Administrators:

Workflow Management

Installation Guide: Upgrade to the new Approval Workflow