Create Approval Rules

Create Approval Rules

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