When you create an approval policy, you can add levels for both pre- and post-provisioning phases within the provisioning workflow.

Procedure

  1. On the Pre Approval or Post Approval tab, click the Add Levels icon (Add a level icon.).
  2. Enter a name and, optionally, a description.
  3. Select a manual approval requirement.

    Option

    Description

    Always Required

    A manual approval is always required to complete the request.

    Required based on conditions

    A manual approval is required based on the conditions that you select from the Clause drop-down menu.

  4. Select the approvers.

    Option

    Action

    Specific Users and Groups

    In the Search text box, enter the name of a user or group, and press Enter.

    Determine approvers from the request

    From the Value drop-down menu, select the approvers.

  5. Indicate who must approve the request or action.

    Option

    Description

    Anyone can approve

    Any one of the approvers can approve the request.

    All must approve

    Each of the approvers must approve the request.

  6. Click the Approval Form tab.
  7. Double-click the fields you want to make editable.

    An approver can modify the editable fields when completing an approval for this level and policy.

    Editing fields is only in the pre-provisioning phase. In the post-provisioning phase, the fields are displayed as read-only and cannot be edited.

  8. Click Add.
  9. Click Add.

Results

You can apply your approval policy to services, catalog items, and actions when you create an entitlement.