Setting Up Subsidiary Policies

Subsidiary Approval enables you to set subsidiary-specific policies based on the employees using a customization. Once an administrator sets up a change policy for a subsidiary, the subsidiary approvers are set for the process, and the process is attached to the policy. Subsidiary Processes are automatically created by the spider. Employees using customizations are evaluated and Employee subsidiaries and corresponding Subsidiary Processes are set to the customization.

To set up Subsidiary Approvals:

1. Open Strongpoint > Change Management Tools > Change / Approval Policy
2. Edit the Default Policy.
3. Open the Subsidiary tab.
4. Select one or more Subsidiaries.
5. Check Require Subsidiary Process Approval.
6. Save the Policy.
7. Open Strongpoint > Change Management Tools > Change / Approval Policy > New to create a new Subsidiary Specific Policy.
8. Enter a meaningful Name.
9. Select Change Levels on the Change Controls tab.
10. On the Subsidiary tab, check Require Subsidiary Process Approval.
11. Click Attach and add the policy to a subsidiary process.
12. Save the policy. You are prompted to begin the approval process.
13. Enter a Name and Change Overview for the Policy Change Approval.
14. Click In Progress in the status bar.
15. Save the Approval.
16. Click Edit.
17. Select the Approvers in the order to approve. Use Ctrl-click to select multiple approvers.
18. Save the Subsidiary Record.

When an object is attached to the change request, the Policy with the highest change level required is selected. All the Subsidiary approvers are included in the approval cycle.