Skip to main content

Creating an SoD Approval Request

You can create a custom change request form for an SoD Approval Request. Refer to Using Custom Change Request Forms for information on implementing your custom form.

To create an SoD Approval request:

  1. Open SoD > SoD Change Management > New SoD Approval

  2. Select the SoD Examption Type. The Scope selections are different depending on the type.

    • Cross Role Exemption (default) isset on the employee level.
    • Role Exemption is set on the role level. With Role based exemptions, you have the option to apply to current and/or future employees to streamline onboarding.

  3. Select information for Main:

    • Name: Enter a name for the request.
    • Priority Level: Select the priority level for the request. Select New to add a custom level.
    • Reason or Compensating Control for SoD Exemption: Enter the information supporting the approval request.

  4. Enter information for Scope:

    • For Cross Role Exemption, select one or more of the Affected Employee(s), Affected Rule(s) or Affected Role(s).

    • For Role Exemption

      • Select one or more of the Affected Employee(s) and Affected Rule(s).
      • Select one or more options for applying the exemption. If you choose Select Current Employees, the Affected Employee entry is enabled.

  5. Click In Progress in the status bar to indicate you are working on the request.

  6. Save the Change Request.

  7. The Approval section is now available. Click Edit to add Additional Approvers or Approver Notes. Click Save if you make changes. Refer to Create a Change Request for more details about the status bar.

Adding Employees to an Approved SoD Exemption​

Employees can be added to an Approved and Open SoD Approval request. The Add Employees to SoD Exemption button is available after the request is Approved.

Add Employees to Approved SoD Exemption

  1. Click Add Employees to SoD Exemption.

  2. Select one or more Affected Employee(s) to add.

    Select Affected Employees

  3. Click Request Approval. Approvers must be licensed Platform Governance for NetSuite users and have the correct role permissions if they are using a custom (non-Strongpoint) role.
    A new request is created with Add to SoD Exemption prepended to the Name of the original request. The new request is set to Pending Approval.

    New Request created from Add Employee to SoD Exemption button

When the new Request is approved, the employees are added to the Open and Approved parent Change Request and the new Request is Closed. If the parent request status has changed, the status of the new Request is unchanged.