1. Implementing Innovation Management
  2. Set Up Approval Rules for Concepts

Set Up Approval Rules for Concepts

With the appropriate role, you can set up an approval rule for a concept type to automatically assign approvers for a concept class.

To set up an approval rule for concepts:

  1. Navigate to the Setup and Maintenance work area.

  2. From the Setup list, select Product Management.

  3. Search for and open Manage Approval Groups task.

  4. In the BPM Worklist, click Task Configuration.

  5. In Tasks to be configured, search by the object type. For example: Search for concepts to get the approver task for concepts or proposals.

  6. Select ApproversTask and click Edit Task.

  7. Navigate to Access > Actions.

  8. For the Approve and Reject rows, select both Assignees and Owners in the Individuals with Access column.

  9. Click the Commit Task icon.

  10. Enter comments and click the OK button.