How does Governance Level Approval Work?

Governance Level Approval is a separate approval, created in the Approval definitions part of records administration, which you may apply to certain record types.

If there is an existing approval plan applicable to a phase of the record type, Governance Level Approval is merged in to the front of the approval plan. If there is no existing approval plan applicable to the record type, Governance Level Approval constitutes the only approval plan for the record type.

  • For example, this is a Governance Level Approval plan:

    Governance Level Approval plan

    It specifies that Cost Center manager approval is required if the cost of the request exceeds a specified threshold.

  • This is an example of the approval plan applying to a particular offering:

    Offering approval plan

    It specifies that the request requires the approval of the manager of the requestor.

  • This is how Service Management merges the two preceding items as the whole approval plan for a request created using that particular offering:

    Request approval plan

    It merges the approvals so that, where applicable, the Governance Level Approval comes before the offering generated approval.

Note All approval definitions set at the Administration > Records level are Governance Level Approvals. Any approvals added elsewhere - for example at the Offering or Change model level - are executed after the Governance Level Approvals.

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