Approval Workflow management
Approval workflows are rules and conditions that apply policies to different situations and control how transactions are approved and processed. Workflows are used for both administrative and transactions policies. Any administrative change or transaction in the system needs a certain number of approvals based on a policy. The approvals can come from individual or groups of users. A workflow can have up to 8 groups of users.
Approval Workflow screen
The following information is displayed for the approval workflows defined in the system:
- Workflow name: The identifying name of the workflow.
- Scope: A workflow can be of either administrative or transaction type.
- Administrative type is used for change requests to policies based on their sensitivity. Only users with admin permissions (set through role configuration) can participate in the approver quorum.
- Transaction type approves transactions before they are authorized, signed, and broadcasted to the Blockchain. Permission to "approve" transactions is set in transaction policies.
- Approver Groups: The number of approver groups set for the workflow.
- Required Approvers: The number of approvers set as required for the workflow. Mouse over to view a list.
- Last Updated: The date and time of the last time that the item was updated.
Create a New Approval Workflow
Click the +Create new workflow button at the top right corner of the screen to open the Creating new workflow window.
Enter the following information:
- Workflow name: A descriptive name for the workflow. The name should explain in general what this workflow is for. For example, "Min 2 approvers for transactions of up to $100K".
- Type: Choose the scope of the workflow as either Transaction or Administrative.
- Required local approvers: Select the checkbox to ensure local approvers are included in the approvers list.
- The Approver groups table
- Select + New approver Group to add the approvers as individual users or existing groups. The Approver group box opens.
- Fill in the following information:
- Required approvers set the number of approvers required for the request to be approved.
Note: “One vote per approver” is a situation where if an individual is both part of a selected approver group and selected as an individual approver, their approval will only be counted 1 time. For example, if "John Smith" is a member of Group A which is set as an approver group and John is also added as a required individual approver, he will only be able to approve once.
- Select the checkbox to add a user or a user group. Use the Filter to search for user or group names.
In the Approver groups the column Available approvers indicates the total number of users in an approver group, including individuals or those in groups.
Select Save workflow. The chosen users are added to the Approver groups list.
The ColdWallet message appears informing you that the changes must be approved. Select OK, the Approval workflows list opens.
To add additional groups, select the edit icon to return to that specific workflow and the then click + New approver Group again and repeat the steps above. You can add up to eight approver groups.