SummitAI Service Management Help
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You can configure the new status for the resolved incidents awaiting for approval. This configuration option is available for the users with role access. Otherwise, Status Configuration option is not visible.
In the Approval Configuration Screen, Update IM Status to under ACTIONS tab displays the status based on the status configuration done here. Also, the configured status will be available to filter the incidents records on Incident List page (Incident > Manage Incidents > Incident List) under FILTERS sections for the Values field of the Status field.
Configuring Status
The following section provides details of how to configure the status for post resolution incident approval process.
To configure the status, perform the following steps:
- Select Incident > Configuration > Others > Status Configuration. TheSTATUS details page appears.
- Select the required Tenant, click ADD NEW under the ACTIONS panel, and fill in all the details on the STATUS page. For more information about the fields on the STATUS page, see Field Description.
- Click SUBMIT. A new Status is added.
Figure: STATUS Configuration
Anchor Status_FieldDescription Status_FieldDescription
Field Description
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The following table describes the fields on the STATUS details page:
Field | Description | |||||
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DETAILS | ||||||
Status Name | Specify the unique name of the status. | |||||
Sort Order | Specify the sort order. Based on the sort order configuration here the statues are displayed on the Approval Configuration page.
The statuses are displayed alphabetically on the pages when two or more statues are configured with the same Sort Order or without any sort order. | |||||
Active | Indicates the status of the approval workflow.
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STATUS - LIST page
You can view the all status list page with theStatus ID, Status Name, Sort Order, and Active columns. A sample screenshot is shown below:
Figure: STATUS - LIST Page
Field Description
The following table describes the fields on the Approval Configuration LIST page:
Field | Description |
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LIST | |
Status ID | Displays the status ID. |
Status Name | Displays the name of the status. |
Sort Order | Displays the sort order. |
Active | Displays if the user group is active or not. True - If the status is active. False - If the status is inactive. |
Click on any configured status to edit the details. Click SUBMIT to update the modified details.
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If the newly created or edited status matches the already existing status, then the system displays the error message. |
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