Modify required approvers - Retention Policy Designer - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external - Perceptive-Content/Retention-Policy-Designer/Foundation-24.1/Retention-Policy-Designer/Retention-Policy-Designer-Online-Help/Work-with-paths/Use-approvers/Modify-required-approvers - 2024-04-02 - For each approval level, you can either require all listed approvers or select a number of approvers to advance the approval request. To modify the required approvers for a simple or advanced policy, complete the following steps.

Retention Policy Designer

Platform
Perceptive Content
Product
Retention Policy Designer
Release
Foundation 24.1
License

For each approval level, you can either require all listed approvers or select a number of approvers to advance the approval request. To modify the required approvers for a simple or advanced policy, complete the following steps.

  1. In Retention Policy Designer, for advanced policies, perform the following substeps.
    1. If your policy contains multiple phases, in the Phases column, select the phase that contains the path from which you want to modify the level approval requirement.
    2. In the Paths column, select the path from which you want to modify the level approval requirement.
    Simple policies do not have multiple phases, so if you are using a simple policy, skip this step. The Paths column only displays when you create an advanced policy.
  2. For any policy type, under Details, on the Approvers tab, assign approval levels and select approvers.
  3. To modify the number of required approvers per level, in the Levels column, select a level and then click Level Properties.
  4. In the Level Properties dialog box, under Required Approvals, select from the following options.
    • To require all users associated with a level to complete an approval request, select All users must approve.
    • To choose a number of approvers associated with a level to complete an approval request, select Select the number of users who must approve and then select a number.
  5. Optional. Complete the previous step for any additional levels.
  6. Click OK.
  7. Click File > Save.