SummitAI Service Management Help

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Who are Release Record Authorizers and Approvers?

A member who is configured as an Approver by the Administrator has the privilege to Approve, Not Approve or put the Release Record On Hold. For more information about how to configure Additional Approver see, Configuring Additional Approver. The Release Record (RR) needs to be Authorized before Approval. By default, the Workgroup owner of the selected Workgroup is the Authorizer for a Release Record.

To Approve Release Records:

Select Release > User > Approve Release Records.
On the APPROVE RELEASE RECORDS page, a list of Release Record(s) awaiting your approval is displayed under LIST table.

Figure: APPROVE RELEASE RECORDS page (Tile view)

Figure: APPROVE RELEASE RECORDS page (Tabular view)
Click the Release Record ID that you want to approve. On the RELEASE RECORD ID page, click APPROVE icon on the ACTIONS panel. The APPROVE icon is displayed on the ACTIONS panel only when an Additional Approver is configured for the Tenant (see: Configuring Additional Approvers).

Figure: RELEASE RECORD ID page
On the APPROVAL pop-up page, select the approval Status from the list as Approve, Not Approved or On Hold. Specify your Remarks and click SUBMIT.

RELEASE RECORD ID: APPROVAL pop-up page
Figure: RELEASE RECORD ID: APPROVAL pop-up page

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the APPROVE RELEASE RECORDS LIST page.

Filters

Click the Filters icon to specify a particular filter criteria to display the Release Records. On clicking the Filters icon, the FILTERS pop up page is displayed.

APPROVER RELEASE RECORDS: FILTERS pop-up page
Figure: APPROVER RELEASE RECORDS: FILTERS pop-up page

The following table describes the fields on the FILTERS page:

Field	Description
Tenant	Select the Tenant from the list.
Release Type	Select the type of release record from the list. The available options are Major, Minor and Emergency.
Owner Workgroup	Select the Owner Workgroup from the list.
Status	Select the status from the list.
Initiator	Type in the name of the initiator.
Release Record ID	Type in the Release Record IDs in the From and To text boxes.
From Date	Select the From Date for the Release Records.
To Date	Select the To Date for the Release Records.