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(2024.1) Approval Criteria Grid

Owned by Brian Dixon
Last updated: Jun 25, 2024
3 min read
CustomerCenter Approval Criteria Grid example
CustomerCenter Approval Criteria Grid example

Overview

The CustomerCenter Approval Criteria Grid allows Admin Users to Add, Update or Remove Approval Criteria for Requests made via CustomerCenter. This enables these Users to be able to automatically assign Approvers for Requests based on select criteria.

When a Request is Approved, the approval will be logged in the Activity/Remarks tab for the Request.

Available Criteria

Criteria can be set based on the following:

  • GLA Catalog being Charged

  • Minimum Amount of Non-Recurring Charges on the Request

  • Maximum Amount of Non-Recurring Charges on the Request

  • Contact Owner

  • Department Owner

  • Service Catalog

  • Equipment Catalog

When a Request is submitted that matches the appropriate Criteria, the Request will enter the Pending Approval status for the defined Approvers to review.

Tiered Approvals

Multiple levels of Approvers can be created, for the same defined Criteria. Each level is defined as a Tier. Once all the Approvers from a Tier have approved the request repeat these steps for any criteria matched for the next Tier. Once all Tiers of Approvers have approved a Request, the Request will be sent to the Requests grid.

New Approval Criteria defaults to being the lowest level of the Tiers, Tier 1.

Once a Tiered Approver Denies a Request, a new Request will need to be submitted.

Add New Approval Criteria

To add a new Approval Criteria:

  1. Click on the Add button from the grid.

  2. Fill out the desired Criteria for triggering the Approval Requirements.

    Add New CustomerCenter Approval Criteria form example
    Add New CustomerCenter Approval Criteria form example

  3. Click on the Add button on the Approvers Tab.

  4. Select at least one Coordinator as an Approver.

  5. Save the Criteria.

  6. The Criteria is now added to the grid.

Update Approval Criteria

To update existing Approval Criteria:

  1. Click on the Edit Selected button from the grid.

  2. Update any desired Criteria.

  3. Add/Remove and desired Approvers, leaving at least one on the Criteria.

  4. Save the updated Criteria.

  5. The Criteria is now updated.

Remove Approval Criteria

To remove Approval Criteria:

  1. Select any desired Criteria from the grid for removal.

  2. Click on the Delete Selected button from the grid.

  3. Confirm the Deletion of the Criteria:

  4. The Criteria are now removed.