Administer > Service Manager Service Portal administration > Service Manager Service Portal admin UI help > Catalogs Management > Policies > Create Policy

Create Policy

Concepts

A policy controls the approval requirements for orders placed by consumers in the Service Manager Service Portal.

The Organization Administrator can create new Service Manager Service Portal approval policies: Business Approval, Named, and User Context.

 

Tasks

Add Business Approval Policy

Note Business Approval policies are recommended and will be the ongoing type of policy for future Service Manager Service Portal releases.

To add a new Business Approval policy:

  1. From the Launchpad, click the Policies application. The Policies view is displayed.
  2. In the Policies view, click Add Policy.
  3. In the New Approval Policy dialog, fill in and select the necessary fields:
    1. Select Business Approval as the new policy Type. (For details of the policy types, see Policies.)
    2. Type a descriptive Name for the new policy.

    3. Select the Business Process Type from the drop-down menu.

      Note The business process must already be defined and published in the Business Processes application (for more information see Business Processes).

      If you need to create or publish a business process, click the management application link to go to the Business Processes application.

  4. Click Add Policy in the New Approval Policy dialog to finish and save your changes.

The new Business Approval policy and its properties are displayed.

Add Named Policy

To add a new Named policy:

  1. From the Launchpad, click the Policies application. The Policies view is displayed.
  2. In the Policies view, click Add Policy.
  3. In the New Approval Policy dialog, fill in and select the necessary fields:
    1. Select Named as the new policy Type. (For details of the policy types, see Policies.)
    2. Type a descriptive Name for the new policy.
    3. Select the Approvers.
    4. Type the number of Minimum Approvals.
    5. Type the number of Minimum Denials.
    6. Optional: If Automatic Approval is specified:
      1. Type the Wait Time (days), which is how long to wait before a request is automatically approved or denied.
      2. Specify the Response, which determines if the request is automatically approved or denied after the wait time for an order is exceeded.
  4. Click Add Policy in the New Approval Policy dialog to finish and save your changes.

The new Named policy and its properties are displayed.

Add User Context Policy

To add a new User Context policy:

  1. From the Launchpad, click the Policies application. The Policies view is displayed.
  2. In the Policies view, click Add Policy.
  3. In the New Approval Policy dialog, fill in and select the necessary fields:
    1. Select User Context as the new policy Type. (For details of the policy types, see Policies.)
    2. Type a descriptive Name for the new policy.
    3. Type the Number of Levels, which is the number of managerial levels that are required to approve the request.
    4. Optional: If Automatic Approval is specified:
      1. Type the Wait Time (days), which is how long to wait before a request is automatically approved or denied.
      2. Specify the Response, which determines if the request is automatically approved or denied after the wait time for an order is exceeded.
  4. Click Add Policy in the New Approval Policy dialog to finish and save your changes.

The new User Context policy and its properties are displayed.

 

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