Set up an approval rule for the approval level

Set up an approval rule for the approval level. You can define the source, filter conditions on the source table to which the approval rule is applied, approver type, and approvers in the record.

Before you begin

Role required: sn_grc_appr.admin

About this task

An approval rule is required for an approval level because it defines the conditions under which that level of approval is triggered. For example, you can create approval rules for a risk administrator or BCM administrator.

You can select specific approvers, approvers from the selected source table, dynamic approvers, or approvers that you choose to approve your business documents. For example, an approver can be a risk administrator, BIA owner, BCM administrator, or a contributor.

Procedure

1. Navigate to All > Assignment and Approval Configurations > Approval Configurations.

2. Click an approval configuration record in the list.

3. Click the approval levels record in the Name column of the Approval Levels section.

4. Click New in the Approval Rules section.

5. On the Approval Rule form, fill in the fields.

6. Click Submit.

7. Approval Rule form
   Use the Approval Rule form to create an approval rule.

8. Approval Rule New Record form
   Use the Approval Rule New Record form to create an approval rule for the approval level for a policy record.

Parent Topic:Using Approver Configurator for setting up approvals