When you create an approval policy, define the approval policy type, name, description, and status.

Prerequisites

Log in to the vRealize Automation console as a tenant administrator or approval administrator.

Procedure

  1. Select Administration > Approval Policies.
  2. Click the New icon (Add).
  3. Select a policy type or software component.

    Option

    Description

    Select an approval policy type

    Create an approval policy based on the policy request type.

    Select this option to define an approval policy that is applicable to all catalog items of that type. The request type can be a generic request, a catalog item request, or a resource action request.

    The available condition configuration options vary depending on the type. The more specific the type the more specific the configuration fields. For example, Service Catalog - Catalog Item Request provides only the fields that are common to all catalog item requests, but a Service Catalog - Catalog Item Request - Virtual Machine also includes the common options and options specific to virtual machines.

    The request type limits the catalog items or actions to which you can apply the approval policy.

    Select an item

    Create an approval policy based on a specific item.

    Select this option to define an approval policy that is applicable to specific items that are not available as individual items in the service catalog, only as part of a machine or other deployment. For example, software components.

    The available condition configuration fields are specific to the item and can be more detailed than the criteria offered for a policy type item.

    List

    Lists the available policy type or catalog items.

    Search or sort the columns to locate a specific item or type.

  4. Click OK.
  5. Enter a name and, optionally, a description.
  6. Select the state of the policy from the Status drop-down menu.

    Option

    Description

    Draft

    Saves the approval policy in an editable state.

    Active

    Saves the approval policy in a read-only state that you can use in an entitlement.

    Inactive

    Saves the approval policy in a read-only state that you cannot use in an entitlement until you activate the policy.

What to do next

Create the pre-approval and post-approval levels.