Create change approval policies

Use a change approval policy to define approvals that should be generated for your change.

Before you begin

Role required: admin or change manager

Procedure

1. Navigate to All > Change > Change Policy > Change Approval Policies.

2. Click New to create a new approval policy.

3. Enter the Name of the policy.

4. In the Execution field, select an option to determine the approach to execute your decision.

   • First decision that matches: Uses the first matching decision in the ascending order of the value defined in the Order column of the Decisions list. The associated approval definition is applied.
   • Run all decisions that match: Uses all matching decision and applies the associated approval definition.
   • Click Submit.

5. Select the policy you created.

6. Add your decisions to the policy and click Submit.

What to do next

To add additional policy inputs and decisions, see Create Policy inputs and Create Decision records..

• Create policy inputs
  Policy inputs are variable sources that you can use while evaluating a decision to determine the approval action. You can create multiple policy inputs to evaluate the decision created, and also access the change request table and any table change request references.
• Create Decision records
  Decision records contain the conditions that you can use to determine the change approval action. Create decisions using condition builder when creating change approval policies.

Parent Topic:Creating change approval policies