Approvals

Tasks

Access approvals:

Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

Select Approvals from the avatar drop-down menu in the Service Manager Service Portal. The Approval List view displays. View approvals for orders you've placed, as well as any approvals that require your attention.

Scroll up and down to browse approvals, search by keyword, and set filters to customize the display.

Search Approvals

Enter text in the search box to locate approvals with request names or user names that contain the specified keyword or string.

Sort Approvals

Change the order in which approvals are displayed. Use the drop-down list on the right side above the list to sort by newest, oldest, price, or by name (alphabetical or reverse alphabetical).

Filter Approvals

Refine the results of the approvals displayed by selecting the Open Approvals or All Approvals tab.

View an Approval

Click on an approval to view its details. See View Approval Details for more information.

Approve or Deny Approval Requests

When you click the approve button, a confirmation dialog displays. Click Continue to approve, or Cancel to leave the approval request unchanged.

When you click the deny button, a confirmation dialog displays that contains a field for entering the reasons for denying the request. Click Continue to deny, or Cancel to leave the approval request unchanged.

Caution If your Service Manager (SM) system uses the out-of-box Change workflows, inconsistent status will be displayed after a Change is denied in Service Manager Service Portal. This issue is due to the automatic transition between the authorization phase and its previous phase in the out-of-box Change workflow. Once a Change is denied, it automatically moves back to its prior phase and the approval status is automatically reset from Denied.

Approvals

Concepts

Tasks