Page Comparison

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).

The configured CAB member has the provision to approve or reject the CR proposed for Standard Change directly via e-mail notification. 

To Approve or Reject Change Records:

1. Select Change > User > Approve Change Records.
2. On the APPROVE CHANGE RECORDS page, a list of CRs awaiting your approval is displayed under LIST table.
   

   
   Figure: APPROVE CHANGE RECORDS page (Tile view)

    
   Figure: APPROVE CHANGE RECORDS page (Tabular view) 
   
   The fields on the Approve Change Records list are displayed based on the fields selected in Selected Columns of Configure Columns pop-up page.
   
   

3. 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
   
   

4. On the APPROVAL pop-up page, select the approval status from the list as Yes, No or On-Hold. Specify your remarks and click SUBMIT. The fields on this page are read only, if you are not the CAB member for the selected CR. 
   
   
   Figure: APPROVAL pop-up page: APPROVE CR: CAB APPROVAL

Display of messages based on User Personas and Privileges 

If a logged in user is an Authorizer but does not have analyst license and when Authorizer tries to approve/Authorize the CR, the    following message was displayed. 

“You do not have workgroup access and cannot make any changes to this Change Record” 

But was still able to Authorize the CR. This message is changed to 

“You can only Authorize/Approve this CR, however you need to be an Analyst to make any changes” 

This Scenario based message display is introduced to showcase relevant messages to user personas. When different user  personas  with different privileges login and try to approve or authorize a Change Record, different messages are showcased as below. 

The following scenarios are explained based on the logged in user persona and message that is displayed.  

Example: Consider a Change Record with ID - 774 

Scenario 1: Manish, an Analyst with no access to Workgroup logs in. The message -You do not have workgroup access and cannot make any changes to this Change Recordis displayed. 

The following figure highlights the logged in user (Analyst with no access to Workgroup) and the message that is displayed.

Figure: Analyst with no access to Workgroups 

Scenario 2: Sahana Ranganatha, an Approver/Authorizer logs in and tries to approve or authorize the Change Record, then the message - You can only Authorize/Approve this CR, however you need to be an Analyst to make any changes. 

The following figure highlights the logged in user (Approver/Authorizer) and the message that is displayed. 

Figure: Approver or Authorizer with no Analyst license 

Scenario 3: Yakshith, an Approver at any level and has access to Workgroup logs in and tries to approve or authorize the Change Record, then No message is displayed. 

Figure: Approver with access to workgroups 

To Approve or Reject Change Records proposed for a Standard Change:

The CAB members are notified that the CR is proposed for Standard change and can directly approve or reject the CRs proposed for Standard Change along with the CR itself via email notification based on the TENANT level configuration. 

If Admin select Approve Proposed Standard Change via Email as Enable, then the Approver gets the email notification to either approve or reject the CR proposed for the standard change along with the CR itself. A sample screenshot is shown below:

Figure: Email notification - Approve Proposed Standard Change via Email - Enable

Perform the following steps to approve or reject the CR (proposed for Standard Change):

1. In the received email notification, click on the Change Record ID hyperlink to view the details of the CR.
2. Click Approve or Reject.
3. An email based on the action taken as Approve or Reject is displayed.

If you want to approve or reject the CRs and Standard Template separately then login to the Web app using the login hyperlink in email notification. 

If Approve Proposed Standard Change via Email is selected as Disabled then the Approver gets only the email notification without any Approve or Reject buttons. Hence, prompting the Approver to login via Web to approve the CR. A sample screenshot is shown below:

Figure: Email notification - Approve Proposed Standard Change via Email - Disable

The following flow diagram summarizes the above-mentioned process.

Anchor
Configure Columns Configure Columns

Configure Columns

Click CONFIGURE COLUMNS to customize the columns on the page. 

To personalize columns:

1. Click the Configure Columns icon (). The CONFIGURE COLUMNS pop-up page displayed.
   
   
   Figure: Configure Columns
   
   

2. Select Display Type (Tile View or Tabular View).

3. Drag and drop the columns to be displayed on the page from the Available Columns to the Selected Columns.

4. Drag Up or Down to specify the sequence in which the columns should be displayed on the page.

5. Click SUBMIT. The list reloads to show the changes.

Filters

This section explains Filters panel of the APPROVE CHANGE RECORDS page.

Click the Filters icon to specify a particular filter criterion to display the CRs. The FILTERS pop-up page is displayed. Specify the required and mandatory fields and click SUBMIT.


Figure: FILTERS pop-up page

The following table describes the fields on the FILTERS page:

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the CHANGE RECORD ID page. For information, see ACTIONS on the Viewing List of Change Records.