0:06 Welcome to this Application Explainer video, part of our Global module topic range.
0:10 In this video, we’ll cover the subject of approval policies within SLM.
0:15 Approval policies in the Global module allow a company or site to determine which objects or events require approval.
0:21 If approval is set to be required, an approval tab will appear on the event or object, and at least one user must be set up to approve the object or event.
0:31 This is done in the Personnel module.
0:33 If approval is not set to be required, a Finalize button will appear on the object or event which anyone can click on, assuming the user has editing rights for the object.
0:44 There are 12 different objects or events for which approvals can be turned on.
0:48 Each one is listed below their corresponding module.
0:53 Approval policies are managed in the Global module at the Enterprise and Site objects.
0:58 To start, navigate to the Enterprise object and click on the Enterprise Approval Policies tab.
1:05 On this tab you will see in the first column the objects or events to be selected for approval.
1:12 The second column displays the options of Required at all sites or the Site option if required at all sites is selected.
1:23 Approvals are required for each sites.
1:28 If the site option is selected, then it’s up to each individual site to make a choice of approving that object or event.
1:35 The remaining columns show the sites that fall under the Enterprise.
1:41 From this view, all approvals for each site can be managed.
1:45 To manage approval policies at an individual site, navigate to that site in the object tree, click on Site Approval Policies, and then select which objects or events will be set to require approval.
2:03 However, anything that says required at all sites cannot be changed at the site level.
2:15 If approval is required for the object or event, then that object or event will have an approval tab where a user can then submit this object or event to a primary approver for approval.
2:29 If approval is not required for this object or event, then while navigating to that object or event, a finalise button will appear that anyone can select as long as they have the editing rights.
