Approval Form
Approvals require approvers to decide how to respond to a request.
In the CSM Desktop Client or Browser Client, Approvals are responded to using an Approval Form in the Form Arrangement of a record.
The supplied Approval form looks similar to the following. It can be
opened several ways in the
CSM Desktop Client
or
Browser Client:
- From an Approval email, select the link to the Approval form.
- In the Approvals tab of a Major Business Object's Form Arrangement,
open the Approvals form:
- Double-click an existing Approval in the Grid.
- On the Form Arrangement toolbar, select .
- On the Form Arrangement toolbar, select New Approval to open a new Approval form.
- Approver Name: Name of the required Approval user(s).
- Approval Team: Name of the required Approval Team(s).
- Deadline: Date/time by which the Approval must be submitted. If Approvers do not respond by the deadline, they are considered to have abstained.
- Response:
- Approve: Approve the request.
- Deny: Deny the request.
- Abstain: Refrain from approving/denying the request.
- Details: Additional information about the Approval (example: Approve Emergency Change Request to begin implementing).
- Comments: Additional information/explanation regarding the Approval.