Approvals

The approvals section displays all requests for which you are an approver.

Each approval item is made up of:

• Status: pending approval, approved or denied
• Date requested
• Requestor
• Beneficiary (and the third party they are associated with)

The creation or extension of a user doesn't necessarily trigger an approval process.

Approval processes are enforced for user types that have been assigned a role within user type approvers, if user type approvers is set to "N/A" then there is no approval enforcement.

Example setup

An example setup might look like this:

• A role is defined called Procurement Approver and those people in procurement are assigned the role.
• A third party is created called Generic Contractor Pool within which all independent contractors will be assigned.
• A user type is created called Contractor. The role Procurement Approver is assigned as user type approver within the user type.

With this setup, any Department Manager who creates a contractor identity record will find that their request is routed to the Procurement Approver role members for validation and approval. In this fictional setup, the procurement team members may validate the purchase order number and start/end dates against their own system as part of their approval process.