Approvals generated based on Impacted Areas
If you modify the approver mapping to include Organization and Department, an approval can be generated on the basis of any of the six fields in Impacted Area.
The following figure shows an approval mapping that uses only three fields.
When a change request is created with the Organization and Department values for Impacted Area, these records can be matched against the approval mapping records. Using Impacted Area (combined with approver mappings) gives you the ability to create multiple approvals, as needed. For example, using only the global processes and creating just two mappings, you can generate the following approvals:
Individual approver mapping | Approval process phase | Values set in Impacted Area of Approver Mapping | Impacted Area fields used in change request |
|---|---|---|---|
Mary Mann | Review | All fields with default dots are filled. | Company is required. The following fields are optional:
|
Francie Stafford | Review |
| Company is required. The following fields are optional:
|
If a change request is created and the only impacted area defined in the request is Company, only one approval is generated in the Review phase for Mary Mann to approve. But if the change request also defines Organization or Department as impacted areas, two approvals are generated: one for Mary and one for Francie, as shown in the following figure.
Using Impacted Areas with change requests
Approvals can be mapped to change requests based on Impacted Area. If you have configured approval mappings using the Global phases, the Company, Region, Site Group, and Site fields are automatically populated when you create a change request. When the change request reaches the appropriate approval phase (for example, Review phase), Impacted Area approval is generated.
When you select Links > Impacted Areas in the left navigation pane of the Change form after you create the change request, you can see that the Impacted Areas record that is created by default (in the Impacted Area dialog box) includes the values for Company, Region, Site Group, and Site.
You do not have to use the impacted area feature to generate these values with the change request. They are generated automatically with the change request, by default.
You can generate approvals that use the Organization and Department fields as well.
When you use the impacted area feature while creating the change request and select an Organization or a Department value, the system generates an impacted area record. The default record includes the standard values for Company, Region, Site Group, and Site.
