IT Request Approval Template

To configure a IT Request Approval Template for each organization.

Add

1. In the expanded Tree Menu, select Organization | Buying Organization Name | Attributes | Workflow | Templates | IT Request Approval Template.

The Advanced Administration Application creates the default template and displays the editable IT Request Approval Template form for the following Approval Rule:

• IT Request Approval
2. Click [Create].

The Advanced Administration Application displays the editable IT Request Approval Template form.

3. For the Approval Rule:
• Click in the Enabled check box, to enable or disable the rule.
• Click an Approval Steps radio button, to specify Parallel or Serial approval.
• You do not need to enter the Rule Order text box, because there is only one rule.
4. Click [Save] to save the entered data and leave the form.

Edit

1. In the expanded Tree Menu, select Organization | Buying Organization Name | Attributes | Workflow | Templates | IT Request Approval Template.

The Advanced Administration Application displays the read-only IT Request Approval Template form for the following Approval Rule:

• IT Request Approval
2. For the Approval Rule:
• Click in the Enabled check box, to enable or disable the rule.
• Click an Approval Steps radio button, to specify Parallel or Serial approval.
• You do not need to change the Rule Order text box, because there is only one rule.
3. Click [Save] to save the entered data and leave the form.

Delete

1. In the expanded Tree Menu, select Organization | Buying Organization Name | Attributes | Workflow | Templates | IT Request Approval Template.

The Advanced Administration Application displays the read-only version of the IT Request Approval Template form.

2. Click [Delete] to delete the template from the organization.