Build a request approval workflow

#Understand the relationship

A service does not store a live workflow instance ID. The published workflow definition is the design reference; the active request-approval policy matches the service and creates a workflow instance only when approval starts.

Workflow definition → Service catalog → Approval policy match
→ Legal request → Workflow instance → Approval tasks

#Configure the workflow

1. 1
   Publish the definition

   In Admin → Workflows → Definitions, create a workflow with a human task, end step and valid transition, then publish it.

2. 2
   Create or open the service

   In WatheeqTech → Admin → Service Catalog, confirm its request type and enable the required approval stage.

3. 3
   Create the policy

   Open Request-Approval Policies and scope a new active policy to the service, request type and requester or provider stage.

4. 4
   Choose decision rules

   Set priority, sequential or parallel mode, quorum, approver users or roles, value thresholds and currency where applicable.

5. 5
   Record traceability

   Where policy metadata is enabled, store the published workflow definition ID as the governance reference.

6. 6
   Test policy recommendation

   Use the recommendation tester with the exact service, request type, stage, priority and value context.

#Decision controls

• The requester and approver must be different people
• Segregation of duties is checked when the decision is submitted
• Authority evidence can be required for value-sensitive decisions
• Decision notes become part of the immutable record
• Rejected or returned requests follow the configured revision path