Configure an approval

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Configure a service activity that is an approval. Approvals require one or more users to approve the case before it can proceed.

    Vorbereitungen

    Role required: sn_hr_core.admin

    Prozedur

    1. On the Service Activity form, set the Activity type field to Approval.
    2. Fill in the fields on the form, as appropriate.
      Tabelle : 1. Service activity form fields and descriptions
      Field Description
      Activity type Set the value to Approval.
      Name Name of the service activity.
      Missing any approver Select one of the following actions for when any approver is missing:
      • Select replacements
      • Skip missing
      • Close incomplete
      Missing all approvers Select one of the following actions for when all approvers are missing:
      • Select replacements
      • Close incomplete
      Wait for Select one of the following actions for when an approval is completed:
      • Anyone to approve
      • Everyone to approve
      • First response from anyone
      On rejection Select one of the following actions for when an approval is rejected:
      • Allow resubmit of approvals
        Hinweis:
        When an approval is rejected, the Assigned to user for the case can submit another request for approval with work notes or comments. See Resubmit an HR case for approval.
      • Close incomplete
      Hinweis:
      To reject an approval, users should have the HR case writer [sn_hr_core.case_writer] role.
      Parent HR service This field is automatically set to the parent HR service.
      Order Order number for when the service activity is made available. Lower numbered service activities are made available before higher numbered service activities.
      Hinweis:
      • The current service activity must be closed, completed, accepted, or rejected before the next service activity is made available.
      • Service activities with identical order numbers are made available at the same time.
      Approvers from case User fields from the HR case to approve the task.
      Approver users Users to approve the task.
      Approver groups Groups to approve the task.
    3. Click Submit or Update on the Service Activity form.
    4. Click Update on the HR Service form.