Approval actions

Approval groups have the option to approve, deny or retract when they face an approval requirement.

Approve

Gives authority to proceed with the item or scheduled work, or to accept completed work. There are four predefined approval types.

  • All must approve — All Groups/Operators defined in the Approval Definition must issue an approval before the status of the record is set to "approved." If only one or some (but not all) of the Groups/Operators issues an approval, then the status of the record is set to "pending."

    Example: You have three Groups/Operators in an Approval Definition and only one Group/Operator has approved the record. The Approval Status is updated to pending. The Approval table shows one currently pending approval, one future approval, and one completed approval action.

  • One must approve — The record is approved with one approval from any Group/Operator of the approving group.
  • Quorum — The record is approved as soon as a majority of the approving group indicate approval.
  • All must approve - immediate denial — All Groups/Operators must approve the record. The first denial causes the status to change to Deny. All approvers do not need to register their approval action. Otherwise, the record is denied when all Groups/Operators of the approving group issue a denial.

Deny

Removes authority to proceed with an item or scheduled work, and reject completed work.

Retract

Removes a previously approved or denied action. This resets the approval status to pending.

Related topics

Approvals in Request Management
Approval components
Approval files and features
Approval status
Using approvals