System Administrator Scenarios › How to Set up Requirement Change Management › Set Up the Approval Process for Requirements › Create the Approval Step

Create the Approval Step

After the approval process is created, create the approval steps and specify the details. For example, specify the approval and rejection steps and configure how many approvers can be specified.

Important! Configure all the fields and options that are listed in these steps. Retain the default values for the other fields and the options that appear in these steps.

Follow these steps:

1. Enter Final Version Review in the Name field of the New Approval Step page and press the Tab key.

   The Unique Name field is automatically set to Final_Version_Review and the Step field is set to 1.

2. Click Next.
3. Select All records should enter this step.

   This is the default step criteria for the Approval Process step.

4. Click Next.
5. Perform the following steps and specify up to ten default approvers:
   1. Select Automatically assign to approver(s).
   2. Select Related User from the drop-down list.
   3. Select Default Approver 1 as the related user.

      You can add up to ten approvers to the list.

   4. Click Add Row and select Related User.
   5. Select Default Approver 2 to add a second default approver.

      You can repeat these steps to add Default Approver 3 to 10.

   6. Select Approve or Reject based on the FIRST response.
   7. Click Save.

      The What Would You Like To Do Now? page opens.

6. Select No, I'll do this later. Take me to the approval process detail page to review what I've just created.
7. Click Go! to continue.

   The Requirement: Change Management Process page opens and shows the entire approval process that is defined until now.