An approval level includes the conditions that trigger an approval process when the service catalog user requests the item, and any system properties and customer properties that you want to include. When triggered, the approval requests are sent to the designated approvers.

To define the basic approval policy information, select Administration > Approval Polices. Click New. Select the policy type and click OK. On the Pre Approval or Post Approval tab, click the New icon (Add Level).

You prioritize levels based on the order that you want them processed. When the approval policy is triggered, if the first level of approval is rejected, the request is rejected.

Table 1. Level Information Options

Option

Description

Name

Enter a name.

The level name appears when you are reviewing requests with approval policies.

Description

Enter a level description.

For example, CPU>4 to VI Admin.

When is approval required?

Select when the approval policy is triggered.

Always required

The approval policy is triggered for every request.

If you select this option and apply this approval policy to eligible services, catalog items, or actions in an entitlement, then the request must be approved by the specified approver method before it is provisioned. For example, all requests must be approved by the requesting user's manager.

Required based on conditions

The approval policy is based on one or more condition clauses.

If you select this option, you must create the conditions. When this approval policy is applied to eligible services, catalog items, or actions in an entitlement, then the conditions are evaluated. If the conditions are true, then the request must be approved by the specified approver method before it is provisioned. If the conditions are false, then the request is provisioned without requiring an approval. For example, any requests for a virtual machine with 4 or more CPUs must be approved by the virtual infrastructure administrator.

The availability of the fields on which to base the conditions is determined by the selected approval policy type or catalog item.

When you enter a value for a condition, the values are case-sensitive.

To configure more than one condition clause, select the Boolean operation for the clauses.

  • All of the following. The approval is triggered when all of the clauses are true. This a Boolean AND operator between each clause.

  • Any of the following. The approval level is triggered when at least one of clauses is true. This is a Boolean OR operator between each clause.

  • Not the following. The approval level is triggered is none of the clauses are true. This is a Boolean NOT operator between each clause.

Approvers

Select the approver method.

Specific Users and Groups

Sends the approval request to the selected users.

Select the users or user groups that must approve the service catalog request before it is provisioned or an action runs. For example, the request goes to the virtual infrastructure administrator group with Anyone can approve selected.

Determine users from the request

Sends the approval request to the users based on the defined condition.

For example, if you are applying this approval policy across business groups and you want the business group manger to approve the request, select Business group > Consumer > Users > Manager.

Use event subscription

Processes the approval request based on defined event subscriptions.

The workflow subscription must be defined in Adminstration > Events > Subcriptions. The applicable workflow subscriptions are pre-approval and post-approval.

Anyone can approve

Only one of the approvers must approve before the request is processed.

When the item is requested in the service catalog, requests for approval are sent to all approvers. If one approver approves the request, the request is approved and the request for approval is removed from the other approvers' inboxes.

If the first approver rejects the request, the requesting user is notified about the rejection and the approval request is removed from the approvers' inboxes.

If the first approver approves and the approval request is open in the second approver's console, the approver is not allowed to submit the approval request. It was considered completed by the first approvers response.

If you select Specific Users and Groups or Determine approvers from the request, and there is more than one approver, this is one of the additional options. If there is only one approver, this option to not apply.

All must approve

All of the specified approvers must approve before the request is processed.

If you select Specific Users and Groups or Determine approvers from the request, and there is more than one approver, this is one of the additional options. If there is only one approver, this option to not apply.