Creating an approval definition
Procedure
1. Go to Approval definitions > Approval definitions.
2. On the action panel, click Add.
3. On the data panel, enter data in the relevant fields. For more information about these fields, see Approval definition fields.
4. Click Save.
You have created an approval definition. Next step is to create one or more approval conditions and link them to an approval definition. See Creating and linking an approval condition.
An approval definition has two statuses: Inactive and Active. As long as the approval definition has the Inactive status, Planon will not generate any approvals.