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

Add Actions for the Approval Step

After the approval process step is created, specify the actions for each step. For example, consider the following scenarios:

• The requirement owner clicks Submit for Approval on the Requirement Details page
• The approver clicks either Approve or Reject for the draft on the pop-up dialog

The Requirement: Change Management Process page shows the entire approval process, and has sections that let you define the submission and approval step actions.

Important! All the fields and options defined in these steps are mandatory.

Follow these steps:

1. Click Add Existing in the Initial Submission Actions section.
2. Select Field Update: Draft Submitted from the Search drop-down list.
3. Click Add.
4. Save your changes.

   The Requirement: Change Management Process page opens.

5. Scroll to the Final Approval Actions section.
6. Click Edit for the Record Lock action.
7. Select Unlock the record for editing and click Save.
8. Click Add Existing and select Field Update from the Search drop-down list.
9. Select Field Update: Draft Approved from the Available Actions list.
10. Click Add.
11. Save your changes.
12. Scroll to the Final Rejection Actions section.
13. Click Add Existing and select Field Update from the Search drop-down list.
14. Select Field Update: Draft Rejected from the Available Actions list.
15. Click Add.
16. Save your changes.

The approval process for requirements is now ready for review and activation.