Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 4 Next »

If an user resigns/leaves the organization, it is required to re-assign his/her work (Service Requests, Service Catalogs, and Change Records) to another user. Using the Resigned Approver feature, a new Approver can be assigned to another Approver. This helps in re organizing the work and finish the pending tasks on time.

To re-assign a resigned user's work to another user:

  1. Select Admin > Basic > Users > Resigned Approver List.
  2. On the RESIGNED APPROVER LIST page, a list of resigned (Inactive) users in the SummitAI application is displayed.

    RESIGNED APPROVER LIST page
    Figure: RESIGNED APPROVER LIST page

     Assign Service Request and Service Catalogs to New Approver

    To assign Service Requests and Service Catalogs to New Approver

    1. Select a User ID on the RESIGNED APPROVER LIST page. The PENDING APPROVAL RECORDS FOR USER ID - X page is displayed.

      PENDING FOR APPROVAL RECORDS page
      Figure: PENDING FOR APPROVAL RECORDS page


    2. For Service Request, in the PENDING FOR APPROVAL SERVICE REQUESTS section, type in the approver name or search the approver to whom you want to assign the Service Request. Select respective check box of the SR ID(s), which you want to assign to the approver.
    3. For Service Catalog, in the SERVICE CATALOGS WITH RESIGNED APPROVERS section, type in the approver name or search the approver to whom you want to assign the Service Request. Select respective check box of the Catalog ID(s), which you want to assign to the approver.
    4. Click SUBMIT. The Service Request/ Service catalog is assigned to a new Approver.

    ACTIONS

    This section explains all the icons on the ACTIONS panel of the PENDING APPROVAL RECORDS FOR USER ID - X page.

    SHOW LIST

    Click SHOW LIST to view the RESIGNED APPROVER LIST.

    RESIGNED APPROVER LIST page
    Figure: RESIGNED APPROVER LIST page

     Assign Change Records to New Approver

    To assign Change Record to New Approver

    1. Select a User ID on the RESIGNED APPROVER LIST page. The PENDING APPROVAL RECORDS FOR USER ID - X page is displayed. Select CHANGE MANAGEMENT tab

      CHANGE MANAGEMENT tab
      Figure: CHANGE MANAGEMENT tab

    2. Select the respective check box of the CR ID(s) in the Change Management List section.
    3. In the New Approver Name search box, type in or search the user name to whom you want to assign Change Record.
    4. Click SUBMIT. The CR ID (s) is assigned to New Approver.

     Assign Asset Record to New Approver
    1. Select a User ID on the RESIGNED APPROVER LIST page. The PENDING APPROVAL RECORDS FOR USER ID - X page is displayed. Select  Asset Management tab.


      Figure: ASSET MANAGEMENT tab

    2. Select the respective check box of the Asset ID(s) in the Asset Management List section.
    3. In the New Approver Name search box, type in or search the username to whom you want to assign Asset Record.
    4. Click SUBMIT. The Asset ID (s) is assigned to New Approver.


      Note: 
      When new approvers are remapped to pending Asset ID(s) on the Resigned Approver List page then they get an e-mail notification about the number Asset records assigned for approval.

    5. Example: Consider William resigned the organization, and all his pending Asset records are remapped to Ryan. Then, Ryan gets an E-mail notification about the pending Asset approvals.



    • The change in approver is recorded in the Audit Trail of the Asset record.



    • By clicking the approval icon on the Quick Action bar, the approver can view the all the newly remapped asset records that requires approval.



    Field Description

    The following table describes the fields on the RESIGNED APPROVER LIST page:

    Field

    Description

    DETAILS

    User ID

    Displays a unique identification number of the user.

    Emp ID

    Displays the employee identification number of the user.

    Approver Name

    Displays the user name of the Resigned Approver.

    Mobile No.

    Displays the Mobile Number of the Resigned Approver.

    E-mail ID

    Displays the E-mail ID of the Resigned Approver.

  • No labels