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Defining Approval Flows

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Defining Approval Flows

For each service offering or individual service item, you can set up distinct approval chains. Your approval options include:

  • Approval by superior.
  • Approval by a specific person.
  • Approval by both superior and a dedicated person (always in this sequence).
  • Approval determined by Efecte Service Management (not applicable for guided offers) - this is only an option if the support channel is Efecte Service Management.
  • No approval required.

If some items have unique approval chains, they'll be indicated with a symbol. Hovering over this symbol will reveal which items have this distinction:

For guided offerings, they can either be approved collectively by a superior or on an individual basis for each service item. If a guided offering is approved by a superior and it contains services that also need a dedicated person's approval, the superior must first approve the bundle. Subsequently, those specific service items must be approved by the dedicated person.

Note: If only one service item within a guided offering requires superior approval, that approval suffices for the entire offering.
If a request necessitates approval and isn't governed by Efecte Service Management, it will not be forwarded to the support channel until approval is granted. The requester can monitor the status in the 'My Requests' section, which also indicates the individual responsible for approval.

Further Details:
If a user lacks a designated superior in the AD system, the superior approver can be chosen from a dropdown list on the confirmation page for those requests that need superior approval. This approver can be changed to any individual who oversees others. It's important to note that the list of superiors is site-specific and doesn't encompass the entire organization.

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