Configure Approval Types

You may wish to set more than one approval type within the Library. Typical additional approvers may be: Legal Compliance, Library Admin compliance or Health and Safety Compliance.

The information required for this for each additional type of approver is:

Property Description
Caption The visual representation of the ApproverType. This is shown in the Approvals and Alerts tool on the Triaster Process Library site when a process map has an ApprovalStatusProperty that is not equal to Approved.
Value This is a unique identifier for this ApproverType; therefore no other ApproverType can have an identical value.
ApprovalStatusProperty This is the name of the property on the process map Node/Map shape that defines the approval status of a process map.
ApprovalDateProperty This is the name of the property on the process map Node/Map shape that defines the date of approval of a process map.
ReworkReasonProperty This is the name of the property on the process map Node/Map shape that defines the reason that the process map requires a re-work.

There are two ways of adding additional approvers.

The first is to use the Configuration Settings, Approval tab in the Triaster Server. This provides boxes in which to the information above can be placed.

The second is to amend the Settings file. This should be performed carefully as any errors will disable the Triaster Server.

  1. Open the Settings.xml file in a text editor. It is stored in the '\TriasterServer2011\Settings' folder. This folder is inside the server installation directory, usually in 'C:\Triaster'.
  2. Search for the following block of text, which contains the data for the default Content Approver.


    3. <ApprovalTypes>

    <ApproverType>

    <Caption>Content Approver</Caption>

    <Value>contentapprover</Value>

    <ApprovalStatusProperty>tr_approvalstatus</ApprovalStatusProperty>

    <ApprovalDateProperty>contentapprovaldate</ApprovalDateProperty>

    <ReworkReasonProperty>tr_approvalstatus_reason</ReworkReasonProperty>

    </ApproverType>

    </ApprovalTypes>

  3. Copy the block for the Approver Type and amend as required. The following is an example with a Compliance Approver added.


    4. <ApprovalTypes>

    <ApproverType>

    <Caption>Content Approver</Caption>

    <Value>contentapprover</Value>

    <ApprovalStatusProperty<tr_approvalstatus</ApprovalStatusProperty>

    <ApprovalDateProperty<contentapprovaldate</ApprovalDateProperty>

    <ReworkReasonProperty<tr_approvalstatus_reason</ReworkReasonProperty>

    </ApproverType>

    <ApproverType>

    <Caption>Compliance Approver</Caption>

    <Value>complianceapprover</Value>

    <ApprovalStatusProperty>tr_complianceapprovalstatus</ApprovalStatusProperty>

    <ApprovalDateProperty>complianceapprovaldate</ApprovalDateProperty>

    <ReworkReasonProperty>tr_complianceapprovalstatus_reason</ReworkReasonProperty>

    </ApproverType>

    </ApprovalTypes>
Last Reviewed: 19/07/2019