Setting up the approval process
An approval process is a set of rules and procedures, based on data, that enforce processes and workflow to require the appropriate people to review, approve, and reject requests.
- A process must have rules to make sure all required approvals occur, no erroneous approvals occur, and sufficient authority is present to enable approval.
- A process must have procedures to route an approved request to the next approver, to stop routing a rejected request, and to notify a person when a response is required.
Every approval requires a process to obtain appropriate signatures. Business processes often require the signatures of several people in one or more operational groups. Business processes also need to allow for alternate approvers to cover days when the regular approvers are unavailable.
A given request might require one simple approval process, or several processes that work with each other. Often the appearance of a single operation involves multiple approvals. Some requests must follow a process, but can be approved automatically based on certain criteria.
In Approval Server , an approval process is the set of rules and forms that generate data to authorize specific AR System workflow. An approval process consists of definitions for the operation itself, rules that define what happens at each specific stage in the process, and a place to store signatures. While process administrators need to understand these rules, they are transparent to approvers. The types of rules and how they interact are described under Approval rules.
The data generated by an approval process, such as the type of approval, approver signatures, requests for more information, and time stamps for audit trails, is stored in the detail record and other supporting forms. This enables you to track the approval process for auditing or troubleshooting purposes.
The following topics provide information about how to set up an approval process: