This documentation applies to the 8.1 version of Change Management, which is in "End of Version Support." You will not be able to leave comments.

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Adding approvers

You can create additional approvers on an ad hoc basis. The following rules apply:

  • You can add Support Groups or Individuals as approvers.
  • Group approval requests are sent only to group members with the Infrastructure Change Approver role.
  • If an individual approver is needed, only people defined within the People form can be chosen as approvers.

Note

The ability to add someone as an approver is restricted, based on the permissions of the user adding an approver. If the person adding signatures cannot see the person based on row-level access, they cannot add them as an approver. But anyone with a record in the People form can become an approver if the assigner has access to that information.

There are slight differences between ad hoc approvals and the typical approval processes configured by the application administrator.

  • If you add an ad hoc approver (for example, Bob Baxter) and an approver mapping does not exist, the approval server immediately generates an approval signature for the ad hoc approver and Bob is notified that he must approve the change request. The change request cannot move past the next approval phase until Bob (the ad hoc approver) approves the request.
  • If you add an ad hoc approver (for example, Bob Baxter) at the Draft status and an approver mapping already exists (for example, Mary Mann for the Review phase), the approval server immediately generates an approval signature for the ad hoc approver and Bob is notified that he must approve the change request. The change request cannot move past the next approval phase until both Bob (the ad hoc approver) and Mary (the mapped approver) approve the request.
  • If the request is already at the Review phase and you add an ad hoc approver where an approver mapping already exists (for example, Mary Mann), the approval server generates two approval signatures-one for Bob (the ad hoc approver) and one for Mary (the mapped approver). Also, Bob is notified that he must approve the change request. The change request cannot move past the next approval phase until both Bob (the ad hoc approver) and Mary (the mapped approver) approve the request.

For more information about the relationship between approver mappings and approval process configuration records, see the following topics:

The following topics provide instructions for adding approvers:

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