Creating an Approval Workflow

Step 1: Access Workflow Creation

• In the Approval Workflow Management module, click Create New Workflow.

Step 2: Enter Workflow Details

Fill in the form with the following attributes:

• Workflow Name: Provide a descriptive name (e.g., “User Creation Process”).

• Description: Outline what the workflow does.

• Trigger Event: Select the event that triggers the workflow (e.g., User Creation, Role Assignment).

  

Step 3: Select Process

Select the process the workflow would apply to. Some available processes include:

• User Creation: Set up approvals for adding new users.
• Group Creation: Define the process for approving new user groups.
• Role Assignment: Set up approvals for assigning roles.
• App Access Requests: Configure approvals for app access requests.

Step 4: Define Approval Steps

Add steps for approvals.

• Approval Step: Define how many steps required in the process
• Actors: Assign the approvers for the different Levels/Steps
• SLA Timeframe: Set time limits for each approval step.

Step 5: Select MFA Option for each step (Optional)

Choose the MFA option of choice that would be needed for the approval of each step.

• Option to choose from include: TOTP, Fingerprint or face biometrics

Step 6: Save and Publish

Once all details are entered, click Save to activate the workflow.