SummitAI Service Management Help
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You can configure Approvers to verify and approve Problem Records (PRs). You can add and modify Approvers for a Tenant.
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To configure Approvers:
- Select Problem > Configuration > Approver.
- On the PROBLEM RECORD APPROVER page, click ADD NEW on the ACTIONS panel.
- Select the Tenant and type in the new Approver details. For information about the fields on the PROBLEM RECORD APPROVER page, see Field Description.
- Click SUBMIT. A new Approver is configured.
Figure: PROBLEM RECORD APPROVER page
Field Description
The following table describes the fields on the PROBLEM RECORD APPROVER page:
Field | Description |
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DETAILS | |
Workgroup | Select the Workgroup for which you want to configure the PR Approver. Select All to set the Approver for all the Workgroups of the selected Tenant. |
Problem Manager | Type in the name of the person you want to assign as Problem Manager. To search for a user name, click the Search icon. For information about searching users, see Searching Users. |
Active | Indicates the status set for the configured Approver.
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ACTIONS
This section explains all the icons displayed on the ACTIONS panel of the PROBLEM RECORD APPROVER page.
SHOW LIST
Click SHOW LIST to display the LIST showing all the configured Approvers for the selected Tenant.
Figure: PROBLEM RECORD APPROVER page: List of Approvers
- To edit an Approver, click the name of the Problem Manager. Make appropriate changes and click SUBMIT.
- To display the inactive Approvers, click the Include Inactive check box.
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When the configured Approvers are displayed under the LIST table, the ADD NEW action is displayed on the ACTIONS panel. Click ADD NEW to configure a new Approver. |
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