Approval Groups and Header Stages

An approval group consists of a static and predefined set of users configured to act on a task. Approval tasks are routed to an approval group in parallel mode.

For example, you can create an approval group called Line Managers comprised of users from the finance department who need to participate in approving a task. You can create new approval groups or modify existing approval groups using the BPM Worklist. The approval group can then be selected in the list builder.

It's recommended to set Allow empty groups to False. If you set the Allow empty groups attribute to True and the approval group doesn't contain any member, this might result in stuck change orders.

Supported Header Stages

The BPM Worklist supports the change order and new item request header stages. Note that the line stage approval configuration has been deprecated.

Here's an image that shows the stages and participants within the change order approval task.

The figure shows the stages and participants within the change order approval task

Here are the predefined approval tasks, stages, and participants in change orders:

  • Change Order Optional Approval Stage

    • Change Order Optional Approvers

  • Change Order Header Approval Stage

    • Change Order Header Rule Based Parallel Approvers

    • Change Order Header Rule Based Single Approver

    • Change Order Header User Defined Parallel Approvers

    • Change Order Header User Defined Single Approver

Here are the predefined approval tasks, stages, and participants in new item requests:

  • New Item Request Optional Approval Stage

    • New Item Request Optional Approvers

  • New Item Request Header Approval Stage

    • New Item Request Header Rule Based Parallel Approvers

    • New Item Request Header Rule Based Single Approver

    • New Item Request Header User Defined Parallel Approvers

    • New Item Request Header User Defined Single Approver