When you create an approval policy, you can add pre- and post-approval levels.

About this task

You can create multiple approval levels for an approval phase. See Approvals Overview.

Procedure

  1. On the Pre Approval or Post Approval tab, click the Add 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.

    Required based on conditions

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

    You can create a clause to determine whether to include all, include any, or exclude some of the manual approvers.

  4. Select the approvers.

    Option

    Action

    Specific Users and Groups

    Enter a user or group name in the Search text box and press Enter.

    Determine approvers from the request

    Select the approvers from the Value drop-down menu.

  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 Add.
  7. Click Add again.

Results

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