Summary
Approval Types are used to create approval steps on LP licenses. They can be set up to notify a particular user, update the license status, apply a fee or attach an alert code to the license when the approval step is approved or failed.
Once an approval type is created, it can be attached to a license on the License Maintenance window (LP> Maintenance> License> Approval tab).
Step by Step
1 View the existing Approval Type codes.
- Open the Approval Type Selection window (LP> Maintenance> Approval Type).
- This window will display all of the approval type codes created in the application.
- Highlight an approval type and press DELETE or click the Delete icon if you would like to delete an approval type.
- You cannot delete an approval type that is attached to an existing license.
- Press ENTER or click the Modify icon to edit an existing approval type.
- Press INSERT or click the Create icon if you would like to create a new approval type code. This will open the Approval Type Maintenance window.
2 Create a new Approval Type code.
- Enter a unique Approval Type code. Be as descriptive as possible as this is the primary way to differentiate between approval steps on the License Maintenance window.
- This code can be up to 20 characters long.
- Enter an optional Description for the approval type.
- This field can accommodate up to 60 characters.
- Specify the duration of the approval type in the Days to Expire field.
- When the approval type is attached to a license as an approval step, the expiration date of that approval step will be the date it is attached plus the duration specified in this field.
- This duration must be between zero and 999 days.
- Enter any Notes for the approval type.
- This field can accommodate up to 512 characters.
- The Notify drop-down menu is used to determine which users will be notified when an approval step on a license requires their attention. By selecting queue, role or user, the default value set up below will be the notification recipient.
- The Default Queue, Default Role and Default User fields are used to specify a default queue, role or user that will be notified when an approval step requires attention.
- Queues are created and maintained on the Queue Maintenance window (LP> Maintenance> Queue).
- Roles are created and maintained on the Role Maintenance window (SS> Security> Role).
- Users are created and maintained on the User Maintenance window (SS> Security> User).
- The Default Queue, Default Role and Default User fields are used to specify a default queue, role or user that will be notified when an approval step requires attention.
- The Status on Approve and Status on Fail fields are used to specify what status the license will change to when the approval step is approved or failed.
- License statuses are created and maintained on the License Status Maintenance window (LP> Maintenance> License Status).
- These approval and fail fields are optional. Each of these values can be specified when the approval step is added to the license.
- The Fee on Approve and Fee on Fail fields are used to apply a fee to the license when the approval step is approved or failed.
- The Alert on Approve and Alert on Fail fields are used to attach an alert to the license when it is approved or failed.
- An alert code attached to the license upon approval or failure will behave in the same manner as any other alert attached to the license.
- Click the Save icon to save the new approval type code.