# Approvals

## Approvals

Approval requests allow a ticket or a change to be validated by a person, a group, or multiple people within the same group.

## Template

To simplify the approval application process, you can use a template.

### Create a Template

* Go to **`Configuration`** > **`Dropdowns`** > **`Approval Template`**
* Click on **`+ Add`**
* Fill in the required fields
  * In **`Approver`**, you can select a user, a group, or specific users from a particular group
* You can add a translation if necessary
* In the content, use variables to personalize your template (click on **`Available Variables`** to see the list of variables)
* Save your template

<figure><img src="https://3503800744-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIiEHKRx5AeABNDLcRlWX%2Fuploads%2Fth3c8DvlmyPuEUxWUmcZ%2Fcreate-template_approval.png?alt=media&#x26;token=f5d651ce-0a1c-46df-9903-44d0f9508718" alt=""><figcaption><p>Add an approval template</p></figcaption></figure>

## Send an approval&#x20;

### Approval Step

The concept of a approval step can be important, especially if the approval request is sent to multiple recipients.

It allows you to specify a percentage at which the approval must be accepted for it to be approved. For example, if the request is sent to two people and the approval step is set to 50%, if one out of two people responds positively, the approval will be approved. Conversely, if both respond negatively, the approval will be rejected.

<figure><img src="https://3503800744-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIiEHKRx5AeABNDLcRlWX%2Fuploads%2FtLbkBkFEhlAVMOvDLLCc%2FApproval-setup.png?alt=media&#x26;token=573fa792-581c-4058-8188-5badee7b2032" alt=""><figcaption></figcaption></figure>

You can define different approval  steps in **`Configuration`** > **`Dropdowns`** > **`Approval Step`**

* Click on **`+ Add`**
* **Name** your approval step
* Add a **comment** if necessary
* Indicate if it should be **used by default**
* Add the **minimum required approval percentage**
* Click on **`+ Add`** to save it

{% hint style="danger" %}
Please note that if multiple approvals are sent separately, the percentage of each step of each approval  will be taken into account for the final calculation.
{% endhint %}

### Send your approval&#x20;

* To send a approval, open the ticket that requires approval.
* Click on the **`Request approval`** action

<div align="left"><figure><img src="https://3503800744-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIiEHKRx5AeABNDLcRlWX%2Fuploads%2FvWxAxu7Z506vS9SQgJmh%2Fadd_approval.png?alt=media&#x26;token=e2455df4-99d7-4a04-aec5-39b57d70a83a" alt="" width="464"><figcaption><p>View approval </p></figcaption></figure></div>

* You can also go to the **`Approvals`** tab from the ticket and select your template or manually enter the information you need:

<figure><img src="https://3503800744-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIiEHKRx5AeABNDLcRlWX%2Fuploads%2FWVyiHgvK2eke0JolSLkp%2Fsend_approval.png?alt=media&#x26;token=d19ff94d-d99d-43dc-9e48-372fa5fba3dd" alt=""><figcaption></figcaption></figure>

* [*Approval  Step*](#approval-step)
* *Requester* (by default, the person using the approval)
* *Aprpover* (user, group, or group users)
* *Comment*
* *Add a document*
* Click on **`+ Add`**

### Send a approval request

* Click on **`Send a approval  request`**
* You can use [**`Template`** ](#creer-un-modele)to send a approval request
* In **`Approver`**, select the type (user, group, group users)
* Select the required **user** or **group**

{% hint style="success" %}
If you want to add specific users to a group, select **Group user(s)**, then select the desired users.

<img src="https://3503800744-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIiEHKRx5AeABNDLcRlWX%2Fuploads%2Fgit-blob-576e2b6d33d3cbd8d3f201b3201472ec180e571c%2Fapprovals-group-users.png?alt=media" alt="add a new group for approval" data-size="original">
{% endhint %}

* Enter a **comment**
* You can add a **document** if necessary
* Click on **`+ Add`**

![Send a new approval request](https://3503800744-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIiEHKRx5AeABNDLcRlWX%2Fuploads%2Fgit-blob-5cfb2e7705c95c0b186af7f633888bdf07da80ed%2Fapprovals-send-request.png?alt=media)

{% hint style="info" %}
You cannot select multiple groups or users at once; you must make separate approval requests for each group or user.
{% endhint %}

{% hint style="success" %}
You can add a new group if needed. Click on **+** in **Approver**. See [Groups](https://help.glpi-project.org/documentation/modules/administration/groups) for more information.

<img src="https://3503800744-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIiEHKRx5AeABNDLcRlWX%2Fuploads%2Fgit-blob-be9578c3e1f07ddebd30490d2ebb05099c75a49d%2Fapprovals-add-group.png?alt=media" alt="add a new group for approval" data-size="original">
{% endhint %}

## Statuses

There are 3 different statuses:

* Pending approval&#x20;
* Rejected
* Granted

![Pending approval status](https://3503800744-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIiEHKRx5AeABNDLcRlWX%2Fuploads%2Fgit-blob-11b3aa8f13d80d127e42aaa7d1d166ebb7b59c70%2Fapprovals-waiting.png?alt=media)

![Approval  status refused](https://3503800744-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIiEHKRx5AeABNDLcRlWX%2Fuploads%2Fgit-blob-18bd626e4450240384149893e930678661dfa32c%2Fapprovals-refused.png?alt=media)

![Approval status granted](https://3503800744-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIiEHKRx5AeABNDLcRlWX%2Fuploads%2Fgit-blob-234d0574d6b1c7f4fd63bb1b42e4a7571836e010%2Fapprovals-granted.png?alt=media)

Approvals can also be viewed in a list in the same location.

![Approval statuses](https://3503800744-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIiEHKRx5AeABNDLcRlWX%2Fuploads%2Fgit-blob-19babd262e8b08a309347d514b4e0c89bfcba77e%2Fapprovals-states.png?alt=media)

Users can change their approval status, whether it was previously granted or rejected. This can be done directly from the ticket or the change.

<details>

<summary>How to change status</summary>

![Change your status](https://3503800744-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIiEHKRx5AeABNDLcRlWX%2Fuploads%2Fgit-blob-7587811c63164f870cd073fde75aab225b857987%2Fapprovals-change-state.gif?alt=media)

</details>

It is also possible to delete a approval . Please note, however, that this does not change the final status, so you will need to submit one or more new approval requests to obtain a final result.

![Change your status](https://3503800744-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIiEHKRx5AeABNDLcRlWX%2Fuploads%2Fgit-blob-aac2438b37e18dd1adb8bb2be67076855de77502%2Fapprovals-delete-approval.png?alt=media)

## Respond to a Approval

When a approval is requested, recipients will receive an email (provided their email address is entered in their [user profile](https://help.glpi-project.org/documentation/modules/administration/profiles/profiles)).

It is then possible to confirm a approval either by email or through the relevant ticket.

<figure><img src="https://3503800744-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIiEHKRx5AeABNDLcRlWX%2Fuploads%2FTOI88zNI61VM9us3kdGB%2Fimage.png?alt=media&#x26;token=b0ca9c1f-7c9f-4a3c-a208-36d5b34143d2" alt=""><figcaption><p>Respond to a approval request</p></figcaption></figure>

{% hint style="info" %}
If one or more recipients do not have an email address, an error message will inform you. The approval will then need to be performed directly from the ticket.

<img src="https://3503800744-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIiEHKRx5AeABNDLcRlWX%2Fuploads%2FHHN18FZmQbUWhegWvghs%2Fimage.png?alt=media&#x26;token=2fee9155-0ece-4131-9c06-499ff1fc872c" alt="" data-size="original">
{% endhint %}

## View Results

You can check the approval progress in this tab.

<figure><img src="https://3503800744-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIiEHKRx5AeABNDLcRlWX%2Fuploads%2FPuYJCoBGB2Ueujsz3aGF%2Fimage.png?alt=media&#x26;token=c0b5b3bd-a08d-4e92-8981-e86ff15eb5ef" alt=""><figcaption><p>approval progress</p></figcaption></figure>
