Administer > Time Period Management > Time period configuration tasks > Configure time period approvals

Configure time period approvals

You define approvals for the Time Period module using approval definitions. The out-of-box approval definition is Timeperiod, which contains sample configurations only for testing purposes. The Timeperiod approval definition is linked to the Approval phase.

You can update the Timeperiod approval definition according to your needs; you can also create your own approval definitions and link them with their corresponding phase in the workflow.

To configure time period approvals, follow these steps:

  1. Navigate to Time Period Management > Configuration > Approval Definitions.

    The timeperiod Approval Definition form is displayed. You can update this definition according to your needs. The following example shows how you create a new approval definition and link it to the Approval phase in the workflow.

  2. Change the name of the Timeperiod definition, for example, change it to Timeperiod1.
  3. Click Add.
  4. In the Approval Condition field, enter a condition expression. For example, a true condition means the approval definition takes effect on all time periods.
  5. In the Approval Type field, select an approval type. Refer to the following table for all approval types and the descriptions.

    Type Description
    All must approve All members of the group must approve the request.
    One must approve Only one member must approve the request.
    Quorum A majority of the approval group must approve the request.
    All must approve - immediate denial

    All approvers must approve the record. The first denial causes the status to change to Deny. Other approvers do not need to take any action.

  6. In the Approval Description field, enter a description of the approval definition.
  7. Enter one or more approval groups/operators, as well as their sequence and condition.

    Column Description Example
    Group/Oper

    Enter the name of an assignment group or operator.

    Note A member of the assignment group will be able to perform the approval. Change Approval and Request Approval groups cannot perform time period approvals.

    Service Manager

    or

    Change.Coordinator

    Sequence The sequence of the approval. 1
    Condition The condition for the approval. true
  8. Save the approval definition.
  9. Navigate to Tailoring > Process Designer, and associate the approval definition to the Approval phase of a time period workflow. For example, associate it to the out-of-box Timeperiod workflow.