Configuring the approval process

Infrastructural Facility Management : Property details : Using approvals : Configuring the approval process

Go through the following steps to configure the approval process in Planon:

1. In the Approval definitions TSI, at the Approval definitions step, create one or more approval definitions. See Creating an approval definition.

2. In the Approval definitions TSI, at the Approval conditions step, create one or more approval conditions. See Creating and linking an approval condition.

3. Link the approval condition(s) to the approval definition. See Creating and linking an approval condition.

4. Link the approval definition to the relevant business object (contract, contract line, contract option, property or property details). This is done by adding the Approval definition field to the business object's layout and then selecting the required approval definition in this field.

You have now set up the approval process.