Configuring Approvers PM

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Last updated: Apr 23, 2024 by Mayuresh Balaji Kamble (Unlicensed)Version comment

SummitAI Service Management Help

Problem Management

You can configure Approvers to verify and approve Problem Records (PRs). You can add and modify Approvers for a Tenant.


To configure Approvers:

  1. Select Problem > Configuration > Approver.
  2. On the PROBLEM RECORD APPROVER page, click ADD NEW on the ACTIONS panel.
  3. Select the Tenant and type in the new Approver details. For information about the fields on the PROBLEM RECORD APPROVER page, see Field Description.
  4. Click SUBMIT. A new Approver is configured.

PROBLEM RECORD APPROVER page
Figure: PROBLEM RECORD APPROVER page

Field Description

The following table describes the fields on the PROBLEM RECORD APPROVER page:

Field

Description

DETAILS

Workgroup

Select the Workgroup for which you want to configure the PR Approver. Select All to set the Approver for all the Workgroups of the selected Tenant.

Problem Manager

Type in the name of the person you want to assign as Problem Manager. To search for a user name, click the Search icon. For information about searching users, see Searching Users.

Active

Indicates the status set for the configured Approver.

  • If selected, the Approver is authorized to approve or reject a PR.
  • If not selected, the Approver becomes an inactive Approver. The inactive Approvers are not displayed in the Approvers list on the other pages of the application.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the PROBLEM RECORD APPROVER page.

SHOW LIST

Click SHOW LIST to display the LIST showing all the configured Approvers for the selected Tenant.

 
Figure: PROBLEM RECORD APPROVER page: List of Approvers 

  • To edit an Approver, click the name of the Problem Manager. Make appropriate changes and click SUBMIT.
  • To display the inactive Approvers, click the Include Inactive check box.


Note:

When the configured Approvers are displayed under the LIST table, the ADD NEW action is displayed on the ACTIONS panel. Click ADD NEW to configure a new Approver.