Create an approval plan

You can create approval plans using the Create Approval Plan screen.

About this task

Note: The fields marked with * in the Create Approval Plan screen are mandatory.

Procedure

  1. In the Approval Plan Primary Details panel, perform the following:
    1. In the Approval Plan ID* box, enter a unique identifier for the approval plan being created.
    2. In the Approval Plan Name* box, enter a name for the approval plan being created.
  2. Click Save to create a new approval plan.