Configuring Approval Cycles

To create an approval cycle, select Create in the Options and Tools | Automate | Approval Cycles screen. You can use the Show Pending Deletion link in that screen to display records that have been deleted by an iSupport user but are retained in the system because of references to other records (incidents, correspondence, etc.). The Database Maintenance agent ultimately removes these records. Information on the Basics tab follows; use the links below for information on the other tabs.

Designating Default Approval Statuses

Designating Approvers

Configuring Notifications

Completing the Approval Cycle Basics Tab

Approval Cycle Basics Tab Example

Name	Enter a name for the approval cycle.
Description	Enter a description of the approval cycle.
Available for Ad Hoc Use	Select Yes to enable the approval cycle to be available in the Incident, Change (if enabled), and Purchasing screens for support representatives to initiate on saved records.
Type of Approval	Select: Serial to enable approvers to specify a verdict one at a time in a designated order. All approvers must approve the incident, change (if enabled), or purchase request and the cycle will stop if an approver specifies a Decline verdict. Concurrent to enable all approvers to specify a verdict at the same time. The cycle will complete after the number of Approve verdicts is equal to the number in the Number of Verdicts Required for Final Approval field. The cycle will stop after the number of Decline verdicts is equal to the amount specified in the Number of Verdicts Required For field.
Number of Verdicts Required for Final Approval Final Decline	This field appears if Concurrent is selected in the Type of Approval field. In the Final Approval field, select the number of Approve verdicts needed to complete the cycle. In the Final Decline field, select the number of Decline verdicts needed to stop the cycle.