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Documentation Index

Fetch the complete documentation index at: https://help.loopiq.com/llms.txt

Use this file to discover all available pages before exploring further.

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Manage Approval Policies and SLA Policies

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What this does

This guide explains when to use approval policies and SLA policies and how they support automation.

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Approval policies

Use approval policies when a work item must be reviewed or approved before moving forward.

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Steps

  1. Open Automation.
  2. Open Approval Policies.
  3. Create a new policy.
  4. Select the subject type.
  5. Choose approver roles.
  6. Define minimum approvers.
  7. Set auto-approve timing if your process allows it.
  8. Save the policy.

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SLA policies

Use SLA policies when response or completion time needs to be tracked and escalated.

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Steps

  1. Open Automation.
  2. Open SLA.
  3. Create a new SLA policy.
  4. Select the target type.
  5. Select the priority if applicable.
  6. Set target and warning thresholds.
  7. Choose the escalation role.
  8. Save the policy.

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What happens next

These policies can then be referenced by automation rules and operational workflows.