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    Home Orlando Now Platform Capabilities Now Platform capabilities Service administration Approvals

    Approvals

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    Approvals

    Require authorization on tasks before the work is done. You can define approvals for all tasks and associate users or groups to a task to approve or reject them.

    Approvals are defined by navigating to System Policy > Approvals.

    The following information defines an approval:

    Table 1. Approval definition information
    Field Input value
    Approver A reference to the user who is responsible for approving the related record.
    State Choices are:
    • Not Yet Requested (This state indicates that you are not yet asking your approvers to approve this request. Until you set the status to Requested they will receive no email notifications about the request.)
    • Requested
    • Approved
    • Rejected
    Approving A document_id reference field to the record being approved, on any table.
    Comments A journal field for storing comments regarding the approval.
    Approval Summarizer A formatter that displays key fields relevant to the approval from the referenced document. This summarizer will not display if there is no record referenced.
    • Approval engines

      The differences in the way that companies handle their approvals, as well as the differences between approvals for the various applications (such as Service Catalog Requests and Change Management), calls for supporting flexibility in setting up approvals within applications. This flexibility is provided through the selection of an ''approval engine'' that is used to manage the approvals for each of the Task tables (that is, all tables that extend the Task table).

    • Approval rules

      Many organizations rely on an approval process to ensure that requests are reasonable and fit an organization's budget.

    • Approval summarizer formatter

      The approval summarizer formatter creates the summary at the bottom of an approval form.

    • Approval with e-signature

      Approval with e-signature allows users to approve requests by re-entering their login credentials.

    • Approval status

      The approval status of a change request is determined by looking at the current status of all the approvers.

    • Generate an approval using approval rules

      The system can automatically generate an approval request to individuals or groups when specific criteria are met. The automatic generation of approval requests is driven using the System Policy feature.

    • Generate approvals using the approvers related list

      It is possible to manually add approvers to a request.

    • Generate approvals using workflows

      Workflows are a powerful and flexible method of generating approvals. Use workflows to create group approvals and user approvals.

    • Multiple approvers

      With multiple approvers, all approvers must authorize the request before the status will change to "Approved".

    • Receive notifications

      Individuals who are designated approvers automatically receive approval notifications, including approval status updates.

    • Dynamic approval forms

      When you are looking at an approval request, the form has a context-appropriate summary of the item to be approved.

    • Scripts and engines execution order

      Scripts, assignment rules, business rules, workflows, escalations, and engines all take effect in relation to a database operation, such as insert or update. In many cases, the order of these events is important.

    • Fulfiller experience in ServiceNow Agent

      Approve catalog requests, requested items, or change requests from anywhere using the ITSM ServiceNow Agent application.

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    Release version
    Choose your release version

      Approvals

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Approvals

      Require authorization on tasks before the work is done. You can define approvals for all tasks and associate users or groups to a task to approve or reject them.

      Approvals are defined by navigating to System Policy > Approvals.

      The following information defines an approval:

      Table 1. Approval definition information
      Field Input value
      Approver A reference to the user who is responsible for approving the related record.
      State Choices are:
      • Not Yet Requested (This state indicates that you are not yet asking your approvers to approve this request. Until you set the status to Requested they will receive no email notifications about the request.)
      • Requested
      • Approved
      • Rejected
      Approving A document_id reference field to the record being approved, on any table.
      Comments A journal field for storing comments regarding the approval.
      Approval Summarizer A formatter that displays key fields relevant to the approval from the referenced document. This summarizer will not display if there is no record referenced.
      • Approval engines

        The differences in the way that companies handle their approvals, as well as the differences between approvals for the various applications (such as Service Catalog Requests and Change Management), calls for supporting flexibility in setting up approvals within applications. This flexibility is provided through the selection of an ''approval engine'' that is used to manage the approvals for each of the Task tables (that is, all tables that extend the Task table).

      • Approval rules

        Many organizations rely on an approval process to ensure that requests are reasonable and fit an organization's budget.

      • Approval summarizer formatter

        The approval summarizer formatter creates the summary at the bottom of an approval form.

      • Approval with e-signature

        Approval with e-signature allows users to approve requests by re-entering their login credentials.

      • Approval status

        The approval status of a change request is determined by looking at the current status of all the approvers.

      • Generate an approval using approval rules

        The system can automatically generate an approval request to individuals or groups when specific criteria are met. The automatic generation of approval requests is driven using the System Policy feature.

      • Generate approvals using the approvers related list

        It is possible to manually add approvers to a request.

      • Generate approvals using workflows

        Workflows are a powerful and flexible method of generating approvals. Use workflows to create group approvals and user approvals.

      • Multiple approvers

        With multiple approvers, all approvers must authorize the request before the status will change to "Approved".

      • Receive notifications

        Individuals who are designated approvers automatically receive approval notifications, including approval status updates.

      • Dynamic approval forms

        When you are looking at an approval request, the form has a context-appropriate summary of the item to be approved.

      • Scripts and engines execution order

        Scripts, assignment rules, business rules, workflows, escalations, and engines all take effect in relation to a database operation, such as insert or update. In many cases, the order of these events is important.

      • Fulfiller experience in ServiceNow Agent

        Approve catalog requests, requested items, or change requests from anywhere using the ITSM ServiceNow Agent application.

      Tags:

      Feedback

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