Navigation:  Admin Panel > Processes > Process Steps >

Approval Step

Previous pageReturn to chapter overviewNext page

Another type of step is an Approval Step.

This step sends an email to an Actor for approval. The approval by the Actor is given by completing 2 predefined approval fields in the SSP 7 approval form:


The following are the approval form fields:

- Decision, showing 2 options : 'I accept' & 'I decline', presented in radio buttons

- Comments : text area, required in case of decline.

Other possible actions:

 - Delegate: by clicking the clip0318icon, the Actor may delegate his task to one of his Delegates defined under My Profile.

 - Request additional info: by clicking theclip0319icon, the Actor may request additional clarification from the requestor.

 - Custom actions that are defined under Next Steps

An Approval step can be compared to an Action step, but with these key differences:

- The approval form can't be customized.  The approval form will always consist of a decision and comments field. In case more fields are required, please make use of an action step.

- A 'Declined' notification email is sent when the Actor rejects the request.

- When the Actor rejects the request the ticket will be closed.

- When there are more than 1 approver defined, the number of approvers required for an overall approval needs to be set.

An Approval Step is added by clicking on addstepin the Edit Steps tab of a process and defining the step type as an Approval step.

The following sections describes the creation of Approval Steps.