Configuring Change Management approvals

To configure BMC Helix ITSM: Change Management approvals

1. Review the Change Management process flow in the Application Administration Console, by selecting Custom Configuration > BMC Change Management > Advanced Options > Process Flow Configuration. 

   
   
   

2. In the Application Administration Console, review the default approval process configuration records by selecting Custom Configuration > Foundation > Advanced Options > Approval Process Configuration. 
   
   

   Important

   We recommend that you do not modify the Global company record in this form. However, you can create company-specific records for the approval process flow.

3. Click the Status Flow tab in the approval process configuration records to review the change states that drive the approval process. 
   
   

   The Change Process Flow displays the configured change process flows. the standard process, and custom processes created. The contents in the Begin, Approved, Rejected, and No approvers fields are displayed based on the Change process selected.

   Approval state field	Change request status	Approval Server action to the change request
   Begin	Request For Authorization	When the status of the change request is Request For Authorization, the approval process starts.
   Approved	Request For Change	If the change request is approved, its status changes to Request For Change.
   Rejected	Rejected	If the change request is rejected, its status changes to Rejected.
   No Approvers	Request For Change	If there are no approvers defined for the change (that is, if no approvers are mapped to this phase), its status changes to Request For Change.

4.  In the Application Administration Console, map your approvers to the approval process configuration records by selecting Custom Configuration > Change Management > Approval > Approval Mappings. 
   
   

   Important

   Enter only the minimum values (highlighted in red area in the figure) that are required to create the approver mappings. To enter values in the Additional Mappings area, see Configuring-approval-mappings-for-change-and-release-management to understand the purposes of these fields and how they are used.

   1. Enter Mann in the Last Name field and then press Enter.
      Mary Mann is part of the Calbro Service sample data.
   2. Select Global > Review as the Phase Name.
   3. Ignore the remaining fields on the Approver Mappings form.
   4. Save your changes.
      If you correctly mapped the approvers to the approval process configuration record, you will see the approver in the Approvers tab when the change request reaches the Request For Authorization status, as shown in the figure in step 6.
5. Create a change request, and then use the Process Flow Status wizard to move the change request through its approval phases. 
   
   
   1. Log on to BMC Helix ITSM: Change Management.
   2. Create a change request and assign it to a specific support group in your company.
   3. Use the Process Flow Status bar to move the change request to the Request For Authorization status.
6. As Mary Mann, log on to the Action Request System as the approver in a browser or user tool, open Approval Central from the IT Home page, and then approve the change request. 
   
   
7. Return to the change request, and click Refresh.