Configuring task approvals
A case business analyst configures task approvals for manual and automated tasks by creating an approval flow to define approvers or a chain of approvers. An approval flow includes the following items:
- Status at which the approval is triggered
- Status to which the task moves to after approval
- Approvers who can approve or reject the tasks
For example, a case business analyst creates a flow for tasks that need approval when employees request for advance salaries.
Process for task approvals
A case business analyst completes the following tasks to configure an approval for tasks:
| Action | Product | Reference |
|---|---|---|
Create approval processes for the following types of approval:
| BMC Helix Innovation Studio | |
Create a self-approval by defining the qualification based on which tasks will be automatically approved. OR Create a self-approval by defining a process based on which tasks will be automatically approved. | BMC Helix Innovation Studio | Configuring self-approvals for tasks |
Create an approval flow to define approvers for a task. OR Create a chain of approvals. | BMC Helix Innovation Studio | Defining a chain of approvals for tasks |
| Create an approval mapping to specify a status trigger for an approval and the status to which a task transitions, based on an approver's action. To apply approval mapping to task templates, create approval flows to match the values from the task template. | BMC Helix Business Workflows | Mapping task status to approvals |
| (Optional) Create an approval notification for your company to notify users about events related to task approvals. | BMC Helix Business Workflows | Defining approval notifications |
Comments
Log in or register to comment.