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:
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Approval by a single nominated person. In this case, you need not configure any approval options.
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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.
To define the method of voting:
This action allows also to specify the additional parameters of voting; for example, set the minimum vote percentage for the "Required Percentage" voting method.
To set the start time and deadline:
To add a required approval:
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Open the Change Request record.
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Click the Approvals tab.
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Under Approvers, click New > Approver and fill out the approval details.
or
To change the order of approvals (actual for the Sequenced Approval voting method):
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Open the Change Request record.
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Click the Approvers tab.
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Click Order. The Approvals Order window opens.
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Organize the list of approvers using the Move Up and Move Down buttons.
To view an approval's details:
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Open the Change Request record.
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Click the Approvals tab.
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Under Approvers, double-click the approval to view.
To remove an approval:
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Open the Change Request record.
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Click the Approvals tab.
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Select the approval to remove and click Delete under Approvers.
Related Information:
Performing workflow actions
Approving Change Requests
Related Information for Administrators:
Installation Guide: Upgrade to the new Approval Workflow