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 in SummitAI Platform).
To approve or reject Service Request(s):
- Select Request > User > Approve Service Requests.
- 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) - 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.
Figure: APPROVE SERVICE REQUEST page 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 |
|---|---|
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 |
|---|---|
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 in SummitAI Platform.