Configuring approvals for SRDs

Learn about configuring approvals for service request definitions (SRDs), approval states, and process types:

• Approval states
• Approval state transitions
• Process types
• Company versus global approval processes
• Setting up approval processes for your company
• Defining approvals in an SRD
• Defining SRD customer information

Configuring approvals for SRDs involves the following tasks:

1. Determine whether to use the Approval Server to specify approvers for the SRD. (See Setting options in the Service Request Definition Settings form.)
2. Create individual and group approvers. (See Creating individual and group approvers.)
3. (Optional) Set up approval processes. (See Setting up approval processes for your company.)
4. (Level approval processes only) Create approval mappings. (See Creating approver mappings.)
5. Set the approvers on the Approvals tab of the Service Request Definition form. (See Defining approvals in an SRD.)
6. (Optional) Define the customer who approves the SRD. (See Defining SRD customer information.)