Enabling approvals
Types of approvals
The following table lists the types of approvals:
Approval type | Description | Reference |
|---|---|---|
Change request | Approvals at different stages of the change request lifecycle. Example: Apex Global has discovered that a mission-critical server is almost reaching capacity, so it must be replaced by a model with more capacity. The Change Manager initiates a change request to replace the server. (Version 23.3.01 and later) Rich Text Format is supported for the Notes and Comments fields. To view Rich Text Format data in change approvals, perform the following steps:
For more information about using providers, see the Integrating-with-other-applications-by-using-providers topic. | |
Releases | Approvals to track milestones through the entire lifecycle from the initial milestone through its closure. Example: Apex Global must install a new payroll service by a certain date. The release coordinator initiates a release request to install the new application. | |
Service request definitions (SRD) | Approvals for each stage of deployment of SRDs. An SRD is a service offering that is created for the service catalog. | |
Service requests | A service request is an offering that is generated from an SRD. When an SRD is created, the Approval Type option is specified, which defines the approvals required for the service request that a user submits. | |
Knowledge | Approvals when the status of a knowledge article enables or disables access for end users, or the status transition of a knowledge article before its status is set to Published, Retired, or Cancelled. | |
Purchases | Approvals for purchase requisition for new items that an employee has requested or licenses for organizational needs. | |
Digital Workplace Catalog requests | Approvals for services defined in the BMC Helix Digital Workplace Catalog. | |
Others | Approval requests generated from the following custom applications:
|
To configure BMC Service Request Management approvals
You can configure BMC Service Request Management approvals of the following types:
- Person — Sends an approval request to any user defined in the People form regardless of the requester's manager.
- Manager — Sends an approval request to a manager based on the specified management level.
- Group — Sends an approval request to group members defined as a support group with the approval permission.
- Custom — Sends an approval request as defined in a custom approval chain.
For more information about BMC Service Request Management approval types, see Setting approvals for a service request.
The following video (4:55) shows how to configure the Person and Manager types of approvals:
The following video (3:41) shows how to configure the Group and Custom types of approvals:
To enable approval types
- In the BMC Helix Digital Workplace admin console, navigate to Configuration > Approval.
- In the Approval types section, select the approval type for which you want to enable requests.
Click Save.
(Version 23.3.01 and later) A confirmation message is displayed that the settings are saved successfully.