Configure an approval
Configure a service activity that is an approval. Approvals require one or more users to approve the case before it can proceed.
Before you begin
Role required: sn_hr_core.admin
Procedure
On the Service Activity form, set the Activity type field to
Approval.Fill in the fields on the form, as appropriate.
| Field | Description |
|---|---|
| Activity type | Set the value to Approval. |
| Name | Name of the service activity. |
| Missing any approver | Select one of the following actions for when any approver is missing:- Select replacements - Skip missing - Close incomplete |
| Missing all approvers | Select one of the following actions for when all approvers are missing:- Select replacements - Close incomplete |
| Wait for | Select one of the following actions for when an approval is completed:- Anyone to approve - Everyone to approve - First response from anyone |
| On rejection | Select one of the following actions for when an approval is rejected:- Allow resubmit of approvals Note: When an approval is rejected, the Assigned to user for the case can submit another request for approval with work notes or comments. See Resubmit an HR case for approval.
|
| Parent HR service | This field is automatically set to the parent HR service. |
| Order | Order number for when the service activity is made available. Lower numbered service activities are made available before higher numbered service activities.Note:
|
| Approvers from case | User fields from the HR case to approve the task. |
| Approver users | Users to approve the task. |
| Approver groups | Groups to approve the task. |
Click Submit or Update on the Service Activity form.
Click Update on the HR Service form.
Parent Topic:Configure a service activity for an HR service