This documentation supports the 20.02 version of BMC Service Request Management.To view an earlier version, select the version from the Product version menu.

Submitting SRDs for approval

Before submitting the SRD record for approval, make sure that it contains all the required information. You cannot modify the SRD during the approval process.

You can view the approvers for a service catalog category and the approval process before the record is approved. If there are multiple approvers and levels of approvers, the SRD's offering status does not change to Approved until all the approvers have approved it. However, you can view the Approvers tab for the SRD record and see where it is in the approval process.

Related topics

Configuring-approvals-for-SRDs-and-requests

To submit an SRD for approval

  1. Search for any records that are in draft mode:
    1. On the Service Catalog Manager Console, select Draft from the Status field.
    2. Enter any optional search criteria.
    3. Click Search.
  2. Select the SRD and click View.
     The SRD appears in the Service Request Definition form.
  3. To start the approval process, change the SRD's status to Request for Approval.
     The Cancel Approval button appears in the Service Request Definition form next to the Status field. The yellow stoplight alerts the Service Catalog Manager that the SRD is not yet Online.
  4. Click Save.

To view the SRD approval process

  1. Open the IT Home Page, and select Service Request Management > Service Catalog Manager Console.
  2. Click Console Focus in the left navigation pane, and click Request Definition.
     The Request Definition View appears in the Service Catalog Manager Console.
  3. Search for the SRD.
    1. From the Status menu, select the Request for Approvals state.
    2. Click Search.
       A list of SRDs that are pending approvals appears.
  4. Select the SRD from the Search Results table, and click View.
  5. Click the Approvals tab to see the approval process and a list of approvers.

 

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