Types of approvals
The following table lists the types of approvals:
Approval type | Description | Reference |
|---|---|---|
Change request | When a change is created and is managed through its entire lifecycle from its initiate stage to the closed stage, there are different stages in the change control process flow that need approval; approvals can be configured for those stages. Example: Apex Global has discovered that a mission-critical server is almost reaching capacity, so it must be replaced by a model that has more capacity. The Change Manager initiates a change request to replace the server. | |
Release | In release management, configure approvals to track milestones through the entire lifecycle from the initial milestone through close down. 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 definition (SRD) | For SRDs, approvals can be configured for each stage before deployment. An SRD is a service offering that is created for the service catalog. | |
Service request | 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 | Approval is required whenever a change in the status of knowledge articles enables or disables access for end users. Approvals might be required for status transition of a knowledge article, before its status is set to Published, Retired, or Cancelled. | |
Purchase | Approvals are configured to approve a purchase requisition for new items that an employee has requested or licenses for organizational needs. | |
Digital Workplace Catalog request | Approvals can be configured for certain types of service requests defined in the BMC Helix Digital Workplace Catalog. |