Once your administrator has set up an approval result set and added the appropriate user roles for approval to your instance of Reserves, you will need to create an approval definition. Approval definitions are used to define the structure of your approvals. This includes:
- Setting the result set that will be used to store the approval's data
- Setting the role(s) that will be used for data submission
- Setting the role(s) that correspond with the levels of your approval process
- Selecting the attributes that can be used to filter and categorize objects in your approval
- Specifying the variable values that will be displayed in your approval
- Selecting the data visualizations (reports) users will be able to use during the approval process
See The Definitions Page for more information on creating result sets for approvals. See The Approval Definitions Page for more information on creating approval definitions.
Once the approval definition has been created, you can initialize approvals. Initializing approvals will require:
- Selecting an approval definition for your approval
- Specifying the version of your data that you wish to use for your approval
- Naming your approval
See The Approval Management Page for more information on initializing approvals.
Security Configuration and Approvals
Security roles are used to identify user groups that correspond with the levels of your approval processes. Additionally, roles are used to manage data access in your approvals.
For more information about configuring security roles for your approvals, see Security For Approvals for more information.