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AVEVA™ OSM Administration

Configure approval loop

  • Last UpdatedNov 29, 2024
  • 1 minute read

The approval loop is an important part of the dynamic workflow.

Define recipient roles

Create the user roles that will receive requests for approval.

  • Add members to the recipient roles.

Create recipient roles

Which workflow actions will need approval

Some ations in the workflow will need to be associated with recipient roles.

  • Add recipient roles to workflow actions that require approval or attention.

Assign recipient roles to a process

Who can receive and approve work items

When approving work items, there are two options:

  • Anyone in the recipient role can be an approver.

  • A specific person in the recipient role can be the approver, or must be the approver.

  • Allow or require a specific person to approve.

Enable a specific person to be recipient

What happens when an item is returned

Work items are not always approved. Sometimes, they need to be sent back to sender with a message.

  • Configure to notify original sender and include message.

Return work item to sender

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