This documentation supports the 21.05 version of BMC Helix ITSM: Change Management. To view an earlier version, select the version from the product version menu.

Adding alternate approvers

Sometimes, an approver might be unavailable because of a scheduled vacation or business event. For that period of time, the approver should designate an alternate approver because change requests still require approval.

From the People form, you can set up one or more people to approve change requests that are pending your approval for example, to add the change manager or change coordinator as an alternate approver.

Important

You can configure alternate approvers only for yourself.

To add alternate approvers for people

  1. Open the People form.
  2. Search for yourself.
  3. Select your record and click the Alternate Approvers tab.
  4. Click Update Alternate Approvers.
  5. On the Alternate Approvers form, to locate the alternate approver, click Search.
  6. In the People Search form, select the alternate approver and click Select.
  7. Select the start date and the end date.
  8. In the Notify Alternate field, select whether to notify the alternate approver.
  9. In the Covering field, select whether this alternate will be for all approvals or only for a specific process.
  10. (Optional) If you selected Specific Process in the Covering field, select the applicable process in the Process field.
  11. Click Add.


To act as an alternate approver

If you are acting as an alternate approver of a change request, you have the same signature authority as the approver for whom you are serving. Your authority as an alternate approver exists for a specific time period, and for the designated approval process or processes.

  1. Open the Approval Console.
  2. From the Action Menu, click Search My Approvals.  



  3. In the Acting As field, select Alternate.
  4. In the User field, type the name of the user for whom you are acting as the alternate.
    You must enter that user's exact AR System logon name.
  5. Select the approval process.
  6. Verify that the approval Status field is set to Pending.
  7. Click Search.
    The Approval Requests table is populated with the pending requests for the user for whom you are acting as alternate, instead of your own pending requests.
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