Setting up approvals
Overview of setting up approvals
As an administrator, you configure how approval requests are handled and presented in BMC Helix Digital Workplace. Setting up approvals involves enabling the approval types that your organization uses, defining what actions are available to approvers, determining how approval details are displayed in the end‑user console, and more. Configuration is primarily performed in the BMC Helix Digital Workplace Admin console, with additional tasks completed in AR System when required.
The following image shows the settings to configure approvals in the BMC Helix Digital Workplace Admin console:
Process for setting up approvals
The following table describes how you can enable and configure approval requests:
Action | Role | Interface, Component |
|---|---|---|
| BMC Helix Digital Workplace administrator | BMC Helix Digital Workplace Admin console | |
| BMC Helix Digital Workplace administrator | BMC Helix Digital Workplace Admin console | |
| BMC Helix Digital Workplace administrator | BMC Helix Digital Workplace Admin console | |
| Enable approvers to ask for more information about an approval request. | BMC Helix Digital Workplace administrator | BMC Helix Digital Workplace Admin console |
| BMC Helix Digital Workplace administrator | BMC Helix Digital Workplace Admin console | |
| BMC Helix Digital Workplace administrator | BMC Helix Digital Workplace Admin console | |
| BMC Helix Digital Workplace administrator | BMC Helix Digital Workplace Admin console | |
AR System administrator | AR System | |
| Display the Password field for approvers. | AR System administrator | AR System |
| AR System administrator | AR System |
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:
