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.