Reviewing and approving release tickets

In BMC Helix ITSM: Smart IT, users with an approver functional role and appropriate permission can review change release tickets. On the Universal Client (UC), Google Android, and Apple iOS devices, primary approvers, alternate approvers, and ad-hoc approvers can review tickets assigned to them.

Before you begin

To efficiently conduct reviews in BMC Helix ITSM: Smart IT, the administrator must configure review settings in BMC Helix ITSM. For details, see Configuring ticket review.

To view notifications

After a release ticket is submitted for review, as its approver, you are notified about the review in the following ways:

• (All platforms) An email notification is sent to you.
• (iOS and Android only) A push notification is sent to you.

To view details of other approvers

When you open a release ticket that you have to review, an approval banner is displayed on the ticket.

On the banner, click Show approvers to access the Approval List pane. On that pane, you can view the details of other approvers, and any reviews they have provided for the ticket or article. The Open tab displays details of those approvers who have not reviewed the ticket or article, or have kept it on hold. The Open tab also indicates mandatory and optional reviewers. The Closed tab displays details of the approvers who have approved the ticket or article. 

Scenario for reviewing a release ticket

At a minimum, an approver must have permission to access and view release tickets in BMC Helix ITSM: Smart IT. Otherwise, approvers can review tickets in Approval Central or provide email-based approvals.

In BMC Helix ITSM, if the administrator has enabled password authentication for the review phase, then you must enter your BMC Helix ITSM: Smart IT password to authenticate yourself.

1. Open the ticket that is assigned to you for review.
   It is displayed with a banner containing options to approve, reject, or keep it on hold, and an option to view review details.
2. Depending on the platform, perform the appropriate step to refresh the ticket or article:
   • (UC) Click the Refresh icon.
   • (Mobile) Pull down the ticket screen.
3. Based on your review, click the appropriate button on the banner.

4. Authenticate yourself as the reviewer.

   To authenticate yourself if BMC Helix Single Sign-On is not integrated with BMC Helix ITSM: Smart IT, follow these steps:

   1. Enter your BMC Helix ITSM: Smart IT login password in the Login password field.
   2. Provide a reason for your review.
   3. Submit your review.

   To authenticate yourself if BMC Helix Single Sign-On is integrated with BMC Helix ITSM: Smart IT, follow these steps:

   1. Provide a reason for your review.
   2. Submit your review.
      You are directed to BMC Helix Single Sign-On login page.
   3. Enter your BMC Helix ITSM: Smart IT login credentials to authenticate yourself.

After authenticating the approver, the system accepts the review.

Depending on the approver's review, the following actions are performed: