This documentation supports the 22.1 version of BMC Service Request Management.

To view an earlier version, select the version from the Product version menu.

Approving SRDs

When an SRD moves from the Draft state to Request for Approval, the Service Catalog Manager must approve it before it can move to the Deployed state, so that users can access it to request services.

If the Service Request Definition - Level process is enabled and the Service Request Definition - Ad Hoc process is disabled, you must configure approver mappings with a specific company, categories, and phase.

By default, SRDs require approval by the Service Catalog Manager who has the functional role of the SRD Approver assigned to the SRD. This requirement is defined in the SRD:ServiceRequestDefinition form for the Service Request Definition - Ad Hoc process. For more information, see Configuring approvals for SRDs and service requests.

You can add people to approve SRDs that are pending your approval. For example, you can add another Service Catalog Manager as an alternate approver while you are on vacation. You can configure alternate approvers only for yourself.

To approve SRDs by using the Service Catalog Manager Console

  1. Open the IT Home page, and select Service Request Management > Service Catalog Manager Console.
  2. Perform one of the following actions:
    • In the left navigation pane, select Console View > Needs My Approval.
    • Enter the search criteria (for example, all SRDs with Request for Approval status) and click Search.
      Requests that need your approval appear in the search results table.
  3. Select an SRD, and click Approve or Reject.
    When you refresh the table, the SRD you just approved no longer appears. In addition, the SRD automatically moves to the Deployed state (if the default approval process configuration record for SRDs is enabled).
  4. To verify that the SRD you just approved has been deployed, search for and display the SRD. 

    Warning

    If you take the SRD offline and then modify it, the SRD does not require additional approval for redeployment. If you make major changes to the SRD's functionality, the SRD cannot be submitted for re-approval.

To approve SRDs by using Approval Central

  1. Open Approval Central by using one of the following methods: 
    • From the Service Catalog Manager Console, select Other Applications > Approval Console.
    • From the IT Home page, select Applications > Quick Links > Approval Central.
  2. Enter search criteria (for example, who you are acting on behalf of) and click Search.
    Requests that need your approval appear in the Pending Approvals table.
    For more details, see  Approval Central Open link  in the Action Request System documentation.
  3. Select the approval request, and click Approve or Reject.

To add alternate approvers

  1. On the Application Administration Console, click the Custom Configuration tab.
  2. From the Application Settings list, select Foundation > People > People, and click Open.
  3. From the People form, search for your user name.
  4. Select your record, and click the Alternate Approvers tab.
  5. Click Update Alternate Approvers.
  6. To locate the alternate approver, click Search from the The Alternate Approvers form.
  7. In the People Search form, select the alternate approver, and click Select.
  8. Enter the start date and the end date.
  9. In the Notify Alternate field, select whether to notify the alternate approver.
  10. In the Covering field, select whether this is an alternate approver for all approvals or only for a specific process.
  11. If you selected Specific Process in the Covering field, select the applicable process in the Process field.
  12. Click Add.
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