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.

OOTB approval forms may be provided with your system. They typically 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.

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