Approvals Good to Know

Use these tips for helpful information on Approvals.

• Approvers can provide approval in the CSM Desktop Client or CSM Browser Client by accessing the Approval Form in the Form Arrangement of a Business Object record. For more information, see Approval Form and Form Arrangements.
• Approvals are Supporting Business Objects that are configured in a Blueprint in CSM Administrator. Approvals are used in conjunction with Major Business Objects.
• Use the Approval Editor in CSM Administrator to add Approvals to a Major Business Object.
• Use the Approval Block Editor to create and edit Approval Blocks. An Approval consists of one or more Approval Blocks.
• The Approval Editor is opened from the Object Manager (within a Blueprint in CSM Administrator)
• The Approval Block Editor is opened from within the Approval Editor.
• You can use multiple dependent Approval Blocks to define multi-level Approvals using different triggers, Approvers, and Actions for different situations within the same Business Object. For example, an Emergency Change Request might require that all Emergency Change Board members approve the change, whereas a regular server change might require only the approval of a hardware Team member. For more information, see Define Multi-Level Approvals.
• CSM supplies several Approvals. Use these supplied Approvals as-is, edit them, or create your own using the Approval Editor (accessed from within a Blueprint in CSM Administrator).
• Security rights control access to Business Object data and are configured in the Security Group Manager in (Security > Edit Security Groups). For more information, see Security Features Security Rights and Define Business Object Rights (Access to Data).