SummitAI Service Management Help
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A CAB member who is configured as an Approver by the Administrator has the privilege to Approve, Reject or Refer Back a Change Record (CR). By default, a CAB member who is not having approval privilege can object to a CR. If any user has delegated the approval role to you, you can also approve that user's CRs (see: Delegating Role in SummitAI Platform Module).
To approve or reject Change Requests:
- Select Change > User > Approve Change Requests.
- On the APPROVE CHANGE REQUESTS page, a list of CRs awaiting your approval is displayed under LIST table.
.png?version=1&modificationDate=1592396566634&cacheVersion=1&api=v2&width=584 "APPROVE CHANGE REQUESTS page (Tile view)")
Figure: APPROVE CHANGE REQUESTS page (Tile view)
.png?version=1&modificationDate=1592396566601&cacheVersion=1&api=v2&width=584 "APPROVE CHANGE REQUESTS page (Tabular view)")
Figure: APPROVE CHANGE REQUESTS page (Tabular view)
- Click the CR No. of the Change Record you want to approve or reject. On the CHANGE RECORD ID page, click APPROVAL icon on the ACTIONS panel.
Figure: CHANGE RECORD ID page
- On the APPROVAL pop-up page, select the approval status from the list as Approved, Rejected or Refer Back. Specify your remarks and click SUBMIT. The fields on this page are read only, if you are not the CR Authorizer or CAB member for the selected CR.
ACTIONS
This section explains all the icons displayed on the ACTIONS panel of the APPROVE CHANGE RECORDS List page.
Filters
Click the Filters icon to specify a particular filter criteria to display the CRs. On clicking the Filters icon, the FILTERS pop up page is displayed. The following table describes the fields on the FILTERS page:
Figure: FILTERS pop-up page
The following table describes the fields on the FILTERS page:
Field | Description |
|---|---|
Tenant | Select the Tenant from the list. |
Change Type | Select the Change Type from the list |
Owner Workgroup | Select the Owner Workgroup from the list. |
Status | Select the status from the list. |
Assigned Workgroup | Select the assigned Workgroup from the list. |
Initiator | Type in the name of the initiator. |
Change Record ID | Type in the CR IDs in the From and To text boxes. |
Configuration Items ID | Type in the CI Ids in the From and To text boxes. |
Registration From Date | Select the registration from date. |
Registration To Date | Select the registration to date. |
Planned Start Date | Select the planned start date. |
Planned End Date | Select the planned end date |
Analyst | Select the name of the Analyst from the list to whom the CR is assigned. |
Priority | Select the Priority from the list. |
Approval Action | Select the Approval Action from the list. |
Configure Columns
For more information about Configure Columns, see Personalizing Pages of SummitAI Platform
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