Approval Processes

Approval Delegation

This article discusses the process of approval delegation within the Halo system. It covers the setup of ad-hoc approvers, enabling user and agent delegation, and configuring approval processes. Users can delegate their approvals by setting appropriate configurations and time durations. The guide also explains the symbols indicating delegation status and provides steps to configure Change Advice Board (CAB) approvals. Manual delegation for agents is also covered, allowing them to choose another agent to handle approvals.

Approval Process Approvers

This article provides a comprehensive guide on configuring approval processes, focusing on the different 'Approve by' options and approval overrides. It explains how to select and modify approvers, including agents, CABs, departments, managers, and user-defined email addresses. The document also covers the ability to override approvals through agent permissions, allowing certain agents to accept or reject approvals, which is useful for higher authority roles like directors or admins. Additionally, it describes how approval results can be cleared for accurate reporting without affecting the approval process itself.

Approval Process for a Users Department Manager

Approval Processes Overview

Approval processes in Halo are used to manage who can approve or reject processes required for the progression of tickets, such as change management, service requests, and opportunities. They do not require a Halo license and can be done via the end user portal or email. Approval processes consist of steps that must be approved sequentially. Step configurations can determine approvers, set automatic approvals, manage outcome statuses, and control notifications. Approvals can be overridden or delegated, and workflows can be configured to trigger approval processes based on various criteria.

Change Advise Boards (CABs) (Approval Groups)

The article provides a detailed guide on setting up Change Advise Boards (CABs) for approval processes. It covers steps to create a CAB, import members from Microsoft Entra, configure roles, and integrate with Microsoft Teams for notifications. It outlines the process to ensure approvals from specific members or roles, and how to incorporate CABs into approval processes for tickets or quotes. Additionally, it includes instructions on automating CAB creation via teams and setting up dynamic membership based on team composition.

Performing Ticket Approvals via API

Recurring Invoice Approvals

This article provides a comprehensive guide on setting up and managing recurring invoice approvals. It includes steps to enable recurring invoice approvals, create and follow an approval process. The process allows users to define criteria for approvals based on invoice characteristics such as creator or pricing margins. Once set up, the system creates a ticket for each invoice needing approval, facilitating seamless processing and tracking. Upon approval, the invoice status updates to 'Ready for Invoicing,' allowing it to be generated and sent to customers.