Administer > Time Period management > Time period configuration tasks > Trigger an approval for time period conflicts

Trigger an approval for time period conflicts

You can define an additional approval for a module which has time period conflicts and also has the approval functionality. The default approval definition is Approval Depending on Timeperiod Conflict, which is linked to the Approval phase. You can either update the approval definition as necessary or create your own approval definitions and link them to their corresponding phases.

The Change Management module is used as an example in the sample task. Follow these steps to trigger an additional approval for a change record.

  1. Click Change Management > Maintenance > Approvals.

    The Approval Definition form opens.

  2. Type Approval Depending on Timeperiod Conflict in the Name field and then click Search.You can update this approval definition as necessary. The following steps show how you create a new approval definition and link it to the Change Approval phase.
  3. Rename the Approval Depending on Timeperiod Conflict definition. For example, rename it to Approval Depending on Timeperiod Conflict1.
  4. Click Add.
  5. Type a condition expression in the Approval Condition field. For example, true means the approval definition takes effect on all time periods.
  6. Select an approval type in the Approval Type field. 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, whereas the other approvers do not need to take any action.
  7. Type a description of the approval definition in the Approval Description field.
  8. Enter one or more approval groups or 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.Manager
    Sequence The sequence of the approval. 1
    Condition The condition for the approval.

    tpconflict in $L.file>0

    Note

    • tpconflict in $L.file=1 means the record conflicts with the Freeze window
    • tpconflict in $L.file=2 means the record conflicts with the Miss Maintenance window
    • tpconflict in $L.file=3 means the record conflicts with the Exceeded Mantenance window

  9. Save the approval definition.
  10. Click Save.
  11. follow these steps to associate the approval definition to the Change Approval phase.

    1. Click Change Management > Changes > Change Phases.
    2. Click Search. A list of change phases is displayed.
    3. Select the Change Approval phase.
    4. Click the Approval/Review tab, add Approval Depending on Timeperiod Conflict1 to the Approval Requirement section.
    5. Click Save.
  12. Create a change record which conflicts with an existing time period, and then move the change phase to Change Approval.
  13. The approval status of the change record is Pending and Approval Depending on Timeperiod Conflict1 is displayed on the Approvals > Current Approvals section.
  14. Select the approval, and then select to approve or reject the change record.

Related concepts

Time Period Management
Time Period Management concepts
Time Period Management process
Time period workflow
Time period occurrences
Time period recurrence rules
Time period security areas and roles

Related tasks

Configure time period global settings
Configure a time period workflow
Configure time period categories
Configure time period approvals
Configure time period approval notifications
Calculate time period conflicts
Configure time period conflict notifications for Change Management