Creating an approval definition
Procedure
1. Go to > .
2. On the action panel, click Add.
3. On the data panel, enter data in the relevant fields. For more information about these fields, see Approval definition fields.
If a specific group of users needs to be able to bypass the approval process and make changes immediately without approval, you can link these users to the approval definition. See the following steps:
a. On the Links action panel, click Link user groups.
The Link user groups dialog box opens.
b. In the Available section, select the user group(s) you want to link to the approval definition.
c. Click OK to close the dialog box.
Planon will suppress the approval process for the users you linked to the approval definition.
4. Click Save.
Next step is to create one or more approval conditions and link them to an approval definition. See Creating and linking an approval condition.
 | An approval definition has two statuses, Inactive and Active. As long as the approval definition has the Inactive status, Planon will not generate any approvals. |