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 View > Form View.
    • On the Form Arrangement toolbar, select New Approval to open a new Approval form.

Approval Form

  1. Approver Name: Name of the required Approval user(s).
  2. Approval Team: Name of the required Approval Team(s).
  3. Deadline: Date/time by which the Approval must be submitted. If Approvers do not respond by the deadline, they are considered to have abstained.
  4. Response:
    • Approve: Approve the request.
    • Deny: Deny the request.
    • Abstain: Refrain from approving/denying the request.
  5. Details: Additional information about the Approval (example: Approve Emergency Change Request to begin implementing).
  6. Comments: Additional information/explanation regarding the Approval.