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If you want to enforce that only certain users or user classes to make the transfer, in the Status Changed By field do one of the following: |
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Select User if you want to authorize individual users to make the status change. Then in the displayed list of users, select each user you want to authorize. |
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Select Users in Class if you want to authorize all the users in specific user classes to make the status change. Then in the displayed list of user classes, select each user class you want. |
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NOTE: The environments displayed in the Migration To field, if any, are determined by the migration path specified in the Workflow Maintenance table. In addition, you can assign user class rights that enable users to migrate to any environment in the migration path regardless of transfer rules. |
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For example, let’s say a status transfer can be approved in one of two ways:
In this case, your approval list would look like this:
To further illustrate, let’s say that the status transfer must be approved by:
In this case, the approval list would look like this:
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Click AND if the approval of one or more approver groups are required |
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Click OR if the approval of one of two or more approver groups are required |
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In the Approver Type field, select the approver group you want to add to the list. |
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In the Approver Name field, select the name of the user, user class, or queue you want to add. |
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In the Required field, select Required if the approval is required or Optional if it is not required. |
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If you selected User Class or Queue in the Approver Type field and Optional in the Required field, specify the minimum number of users in that class or queue who must approve the transfer in the Number field. |
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Click Add. |
b |
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To instruct Stat to automatically transfer rules, select the Auto Advance check box. The Auto Advance option is only available on transfer rules that have either Tasks rules, Migration rules, OA Patch Apply rules, or approval lists. All transfer rules must be completed for an auto-advance to take place.
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