Authorizing Change Records

Owned by manikandan.subbiah (Unlicensed)
Last updated: Apr 23, 2024 by Mayuresh Balaji Kamble (Unlicensed)Version comment
2 min read

SummitAI Service Management Help

Change Management

The Workgroup Owner needs to authorize a CR before it can be approved by the approvers in the change record approval workflow. 

To Authorize Change Records:

  1. Select Change > User > Change Record List. The CHANGE RECORD LIST page is displayed.
  2. On the CHANGE RECORD LIST page, a list of CRs awaiting your approval is displayed under LIST table.


    Figure: CHANGE RECORD LIST page (Tabular view)

  3. Click the CR No. of the Change Record. On the CHANGE RECORD ID page, click APPROVAL icon on the ACTIONS panel.

    CHANGE RECORD ID pageFigure: CHANGE RECORD ID page

  4. On the APPROVAL pop-up page, select the approval status from the list as Authorize, Not Authorized, Authorize & Forward or On-Hold.  Specify your remarks and click SUBMIT. The fields on this page are read only, if you are not the CR Authorizer for the selected CR. 


    Figure: APPROVAL pop-up page: APPROVE CR: AUTHORIZATION

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.