This documentation supports the 9.1 version of Service Request Management.

To view the latest version, select the version from the Product version menu.

Company versus global approval processes

The default approval processes are designed for "global" use, and you should not need to create additional approval configuration records.

If you need alternate process approval processes, create copies of these processes. (Do not modify the default approval processes.) For detailed instructions, see Setting up approval processes for your company.

Company-based approval processes that you create take precedence over global approval processes. When an SRD reaches an approval phase, the Approval Server first evaluates any company approval processes you have created and ignores the global approval processes. If there are no company approval processes, the Approval Server uses the global approval processes.

The following diagram demonstrates this scenario.

Relationship between company records and global approval process configuration

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