To assign users or groups as approvers for a simple or advanced policy, complete the following steps.
You can assign multiple users or a single group
to each approval level. You can also assign the same user or group
to multiple approval levels.
-
In Retention Policy Designer, perform one of the
following procedures depending on your policy type.
Layout Design Steps Simple policy - Click the Approvers tab.
Advanced policy with a single phase and multiple paths - In the Paths column, select the path.
- Click the Approvers tab.
Advanced policy with multiple phases - In the Phases column, select the phase.
- In the Paths column, select the path.
- Click the Approvers tab.
-
To assign a level of approval for any policy type, on
the Approvers tab, perform one of the following
actions.
Situation Steps To assign approval users - Click Add Users.
- In the Select Users dialog box, search for and select the users and click OK.
To assign approval groups - Click Add Group.
- In the Select Group dialog box, select a group and click OK.
- Optional. To create additional levels of approval, click Add Level and then repeat the previous step as many times as needed to create the desired number.
-
Optional. In the Instructions field, type
instructions.
The same instructions display to all approvers when processing approval requests.
- Click File > Save.