You configure the basic information about the approval policy, including the state to the policy, so that you can manage the policy.

To define the basic approval policy information, select Administration > Approval Polices. Click New. Select the policy type and click OK.

Table 1. Approval Policy Options

Option

Description

Name

Name that appears when applying the approval policy in an entitlement.

Description

Provide a verbose description of how the approval policy is constructed. This information will help you manage your approval policies.

Status

Possible values include:

  • Draft. The approval policy is not available to apply in entitlements. After you make a policy active, you can never return it to draft.

  • Active. The approval policy is available to apply in entitlements.

  • Inactive. The approval policy is not available to apply in entitlements. If the policy has not been applied to entitlements and you make inactive, you can delete the policy but you cannot reactivate it. If the policy has been applied and you make inactive, the items to which it applies must be linked to a different policy or the items are unlinked. Unlinked items and actions are still entitled to users, but they do not have an applied approval policy.

Policy Type

Displays the approval policy request type.

If you selected a catalog item on which to base the approval policy, the associated request type is displayed.

Item

Displays the selected catalog item.

If you selected a request type on which to base the approval policy, this field is blank.

Last Updated By

Name of the user who made changes to the approval policy.

Last Updated On

Date of the last change to the approval policy.

Pre Approval Level

To require approval before the requested items is provisioned or the actions run, configure one or more conditions that trigger an approval process when the service catalog user requests the item.

Post Approval Level

To require approval after the item is provisioned but before the provisioned or modified item is released to the requesting service catalog user, configure one or more conditions that trigger an approval process.

For example, the virtual infrastructure administrator verifies that the virtual machine is in a workable state before releasing it to the service catalog user.

View Linked Entitlements

Displays all the entitlements where the approval policy is applied to services, catalog items, or actions. You can link the items in one entitlement to a different policy.

This option is only available when you view an active approval policy.