Create Approval Rules

Create Approval Rules

The Approvals module is designed to streamline the ticket approval process within your organization. It allows the administrative group to designate specific users who have the authority to approve the creation and progression of tickets. This ensures that all tickets are properly vetted and authorized before being acted upon, enhancing the efficiency and accountability of your support system.

Video: Approvals

Step 1

Click on PSA >> Ticket Type Management

Step 1.1

In some cases there are hidden types, if you want to see or edit them too, Click on Show Hidden Ticket types.

Step 2

Click on Approval Rules ( if it is a subtype you need to choose first the subtypes button and then the forms button)

Applicable only if you want to set an approver

Step 3

Click on the Create button or the Edit button as you need

Step 4

Select the Client you want to apply it to

Step 5

Select the Approval Users

Step 6

Select the approval type 

Step 7

Click on the Save or Create button