Example of defining a process flow and approval process

Using the following process to configure a complete process flow and an approval process for change record.

endtoend.png

Perform the following procedures:

Stage

Description

Example

1

Configure a custom process flow as shown in the example screenshots.

For a detailed step-by-step procedure,
seeConfiguring a process flow in the BMC Remedy Change Management 9.1 online documentation.

Create a custom process flow:

custom_process_flow1.png

Configure status flows:

flow1.png

flow2.png

flow3.png

flow4.png

Review the status flow summary

flow_summary.png

2

Configure an approval process as shown in the example screenshots.

For a detailed step-by-step procedure,
see Configuring approvalsin the BMC Remedy Change Management 9.1 online documentation.

Configure an approval process:

approval1.png

approval2.png

approval3.png

3

Configure a Change template as shown in the example screenshot.

For a detailed step-by-step procedure,
see Configuring change templatesin the BMC Remedy IT Service Management Suite 9.1 online documentation.

config_template.png

4

Configure template selection rules as shown in the example screenshot.

For a detailed step-by-step procedure, see Managing-change-template-selection-rules.

config_rules.png

 

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