This documentation supports the 22.1 version of BMC Service Request Management.To view an earlier version, select the version from the Product version menu.

Configuring approvals for SRDs and service requests

Configure approvals to make sure that the appropriate people review, approve, or reject Service Request Definitions (SRDs) and service requests. The default approval options in BMC Service Request Management are preconfigured in Approval Server. The approval server is shipped with Action Request System and must be installed on the same computer as Service Request Management.

Related topics

Submitting-SRDs-for-approval

To use the default approval options, use the settings in the Application Administration Console and in the SRD. We recommend that you do not configure anything in the approval server directly.

Warning

Do not modify or disable any of the default approval processes, rules, or chains. Doing so might break the functionality or cause unexpected behavior.

To obtain approval for an SRD before it is deployed, the Service Catalog Manager must set options on the Approvals tab while creating the SRD. If an SRD is modified after it has been approved, the SRD does not need to be approved again.

Before you begin

You must have the SRM Administrator permission to configure Service Request Management approvals.

Note

Approval Chain is not supported for SRD approval.

To configure approvals for SRDs

Step

Action

Reference

1

Determine whether to use the Approval Server to specify approvers for the SRD.

2

Create individual and group approvers.

3

(Optional) Set up approval processes.

4

(Level approval processes only) Create approval mappings.

5

Set the approvers on the Approvals tab of the Service Request Definition form.

6

(Optional) Define the customer who approves the SRD.