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If an user resigns/leaves the organization, it is required to re-assign his/her work ( Service Requests, Service Catalogs, and Change Records) to another user. Using the Resigned Approver feature, a new Approver can be assigned to another Approver. This helps in re organizing the work and finish the pending tasks on time.
To re-assign a resigned user's work to another user:
- Select Admin > Basic > Users > Resigned Approver List.
On the RESIGNED APPROVER LIST page, a list of resigned (Inactive) users in the SummitAI application is displayed.
Figure: RESIGNED APPROVER LIST pageExpand title Assign Service Request and Service Catalogs to New Approver To assign Service Requests and Service Catalogs to New Approver
- Select a User ID on the RESIGNED APPROVER LIST page. The PENDING APPROVAL RECORDS FOR USER ID - X page is displayed.
Figure: PENDING FOR APPROVAL RECORDS page - For Service Request, in the PENDING FOR APPROVAL SERVICE REQUESTS section, type in the approver name or search the approver to whom you want to assign the Service Request. Select respective check box of the SR ID(s), which you want to assign to the approver.
- For Service Catalog, in the SERVICE CATALOGS WITH RESIGNED APPROVERS section, type in the approver name or search the approver to whom you want to assign the Service Request. Select respective check box of the Catalog ID(s), which you want to assign to the approver.
- Click SUBMIT. The Service Request/ Service catalog is assigned to a new Approver.
ACTIONS
This section explains all the icons on the ACTIONS panel of the PENDING APPROVAL RECORDS FOR USER ID - X page.
SHOW LIST
Click SHOW LIST to view the RESIGNED APPROVER LIST.
Figure: RESIGNED APPROVER LIST pageExpand title Assign Change Records to New Approver To assign Change Record to New Approver
- Select a User ID on the RESIGNED APPROVER LIST page. The PENDING APPROVAL RECORDS FOR USER ID - X page is displayed. Select CHANGE MANAGEMENT tab
Figure: CHANGE MANAGEMENT tab - Select the respective check box of the CR ID(s) in the Change Management List section.
- In the New Approver Name search box, type in or search the user name to whom you want to assign Change Record.
Click SUBMIT. The CR ID (s) is assigned to New Approver.
Field DescriptionThe following table describes the fields on the RESIGNED APPROVER LIST page:
Field
Description
DETAILS
User ID
Displays a unique identification number of the user.
Emp ID
Displays the employee identification number of the user.
Approver Name
Displays the user name of the Resigned Approver.
Mobile No.
Displays the Mobile Number of the Resigned Approver.
E-mail ID
Displays the E-mail ID of the Resigned Approver.
- Select a User ID on the RESIGNED APPROVER LIST page. The PENDING APPROVAL RECORDS FOR USER ID - X page is displayed.
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