How do you set approval process?
When you build an approval process, you specify the steps necessary for approval. A given step can apply to all records or just records with certain attributes. You also specify who does the approving at each step and the actions to take when a record is approved, rejected, or recalled.
What is the first step for configuring approvals for BMC Change Management?
To configure Remedy Change Management approvals. Review the change management process flow. In the Application Administration Console, select Custom Configuration > BMC Change Management > Advanced Options > Process Flow Configuration. Review the approval process configuration records that are installed by default.
How do you approve change in remedy?
– To approve the change request, go to “Approvers” tab, select the entry pending your approval and click “Approve” – As soon as you approved it, the record would immediately disappear and move from the “Pending” to “Approved” approval status display.
What is Remedy Change Management?
Remedy with Smart IT provides a planning, scheduling, implementing, and change-tracking interface that is simple to learn and use, collaborative, and available on mobile devices. This topic describes how users in your organization can use Smart IT to create change requests and manage them throughout their lifecycle.
How to set up approval process configuration records for your company?
To configure approval mappings for CI and/or IA, for each record on the Approval Process Configuration form, you must select the CI-IA process, such as Change Level CI-IA – Review. From the Application Administration Console, click the Custom Configuration tab.
How to check the status of an approval?
Click the Status Flow tab in the approval process configuration records to review the change states that drive the approval process. The Change Process Flow drop-down displays the configured change process flows. It displays the standard process and custom processes created.
How to configure approval processes in a workflow?
In the left pane, click Basic Settings. In the Name field, enter a unique name for the approval process. You can configure the system to automatically act on the document if specific conditions are met.
How to configure global approval process quick start?
Review the states in the change request that drive the approval process. Map approvers to the global approval process configuration records. Create a change or release request, and move it through its various approval phases. Approve the change or release request. Review the status of the change or release request after it is approved.