Sivarama, Unfortunately, setting up custom approval processes can be complex. Additionally, depending on how different your process is from the OOtB process, you may have trouble setting it up and require some customization to enforce the process.
To get started with basic customizations of the process, make a backup of all the records in the Approval Process Configuration form, then disable all the OOtB stuff that you don't need, and create new records to do what your requirements are. You can set up different processes for different companies, but not on the department level. You may have to use some different criteria for that such as the Change Type, Environment, etc. Still, I would try to get the organizations to adopt a single approval process, or at least ones that are compatible. Additionally, keeping the workflow as close to OOtB as possible is a good thing. One other tip is that you can use approval processes to bypass statuses. For example, we have a custom workflow for the Change Type of Release, so I have an approval record called a "Release Bypass" that goes straight from the "Draft" status to the "Scheduled for Approval" status if there are no approvers, and we have no approvers mapped to that phase. Shawn Pierson From: Action Request System discussion list(ARSList) [mailto:[EMAIL PROTECTED] On Behalf Of sivarama velicheti Sent: Wednesday, August 06, 2008 1:07 AM To: [email protected] Subject: Help setting up approval Server ** Hi Can some one point me in the right direction to have the approval server configured for remedy 7.1 implementation. I am looking for an out of the box solution with no customizations. I have different kinds of change requests which would be created and handled by different departments. Each of the department has different approval process. I have the following questions. i) The out of the box change mgmt workflow has 5 defined Approval phases i) Review ii) Business approval iii) Implementation iv) Close Down Approval v) Final Review Complete. Now if we don't need to have one of the approval phases do we have the option to disable it using out of the box configurations. ii) In the approval central console in the application menu I find the options for two sample applications and CHG: Infrastructure change. Do I need to use the CHG: infrastructure change option because I am defining the approval rules for the change mgmt workflow or can I build my own application and use each one for the different departments I would be implementing for. iii) I am not familiar with the approval console and I am cramped for time and so am not in a position to go over the approval server guide. Do you guys have any simple documentation that I can go through. Thanks Sivarama __Platinum Sponsor: www.rmsportal.com ARSlist: "Where the Answers Are" html___ Private and confidential as detailed here: http://www.sug.com/disclaimers/default.htm#Mail . If you cannot access the link, please e-mail sender. _______________________________________________________________________________ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org Platinum Sponsor: www.rmsportal.com ARSlist: "Where the Answers Are"
