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Approving Service Requests

Approving Service Requests

Apr 23, 2024

SummitAI Service Management Help

If you are a Manager or above in your organization, you may need to approve your reportees’ Service Requests (SRs). If any user has delegated the approval role to you, you can also approve that user's SRs (see: Delegating Role).

To approve or reject Service Request(s):

  1. Select Request > User > Approve Service Requests.

  2. On the APPROVE SERVICE REQUEST page, a list of SRs awaiting your approval is displayed under LIST table.


    Figure: APPROVE SERVICE REQUESTS page (Tile view)


    Figure: APPROVE SERVICE REQUESTS page (Tabular view)

  3. Click the SR ID of the Service Request you want to approve or reject. On the APPROVE SERVICE REQUEST page, click APPROVE SERVICE REQUEST icon on the ACTIONS panel.

    APPROVE SERVICE REQUEST page
    APPROVE SERVICE REQUEST page


    Figure: APPROVE SERVICE REQUEST page

  4. On the APPROVE SERVICE REQUEST pop-up page, select the approval status from the list as Approved, Rejected, Refer Back, Forward To, or On Hold.  Specify your remarks and click SUBMIT.


    Figure: APPROVE SERVICE REQUEST pop-up page

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the APPROVE SERVICE REQUEST page.

Click SEND E-MAIL to send e-mails to the Caller.


Figure: SEND E-MAIL pop-up page 

The following table describes the fields on the SEND E-MAIL pop-up page:

Field

Description

Field

Description

Select Recipient

Allows the users to select listed recipients. Select the check box of the required recipient and click ADD TO to add it to the To list and click ADD CC to add it to CC list.

To List

Displays the list of users added to the To list.

CC List

Displays the list of users added to the CC list.

Subject

Type in the subject of the e-mail.

Body

Type in the body of the e-mail.

Note: Use the menu options provided to format your text. You can also add/remove links in the body.

Click CHANGE HISTORY to view the changes that occurred on the Service Request, the user who made the changes, the date and time when the change was made, and also the previous and new values for the Service Request.


Figure: CHANGE HISTORY pop-up page 

The following table describes the field on the CHANGE HISTORY page:

Field

Description

Field

Description

Column Name

Displays the type of modification on the Service Request.

Change Date

Displays the latest date and time at which the Service Request details was changed.

Changed By

Displays the name of the person who has changed or edited the Service Request details.

Old Value

Displays the old value of the field and is changed to a new value.

New Value

Displays the current value of the field.

Mail History

Displays the mail history details of the Service Request. Click the link More to view complete conversation details occurred between the User and the Analyst.

Click CHAT HISTORY to view the chat details related to the SR. The CHAT HISTORY pop-up page displays the details.


Figure: CHAT HISTORY pop-up page

Click SUPPORT DOCUMENT to view the attached supporting document for the SR in the SUPPORT DOCUMENT pop-up page.


Figure: SUPPORT DOCUMENT pop-up page

Click PRINT to take a print of the SR details.


Figure: Print pop-up page

Configure Columns

See: Personalizing Pages.