Approving users' business requests
Users involved in the approval process
The following roles are involved in the approval process:
- Process administrators who set up and modify approvals
- Users who request approvals (requesters)
- Users who approve requests (approvers, alternate approvers, or reassigned approvers)
When an approver receives an approval request, the approver can approve or reject it. If the additional options are configured, approvers can also place a request on hold or reassign them.
When requesters and approvers are logged in to BMC Helix Digital Workplace, they are notified of changes to all types of approval requests. The approval configuration applies to your entire organization, and you cannot set preferences for individual users. In a multitenant environment, you can have separate configurations for each tenant.
Types of requests that can be approved
BMC Helix Digital Workplace supports setting up approvals for requests from the following integrated applications:
- BMC Helix ITSM
- BMC HR Case Management
Approval request details
The approval request details display the following approval-specific information:
- Priority—Is not displayed if the request is Normal, and is displayed if the request is Low or Urgent.
- Approve button
- Reject button
- On Hold button—Is shown if the administrator enables the on hold functionality. For information about how to enable the On Hold button, see Enabling-users-to-put-approvals-on-hold.
- Reassign button—Is shown if the administrator enables the reassign functionality. The reassign functionality is not available for alternate approvers. For more details about reassigning approvals, see Reassigning-approvals-to-other-users.
The following video (4:14) shows how to approve business requests.
