Define approval roles

User roles: Service Catalog Manager, System Administrator

Approval Roles are a way to identify which users have the capability to approve Service Catalog requests. Service Manager has two OOB Service Catalog Approval Roles: "Use Group" and "1st Level Manager."

Step 1: Create an approval role

1. Log on to Service Manager.
2. Click Service catalog > Administration > Approval Roles.

3. Click Search. Two OOB roles are displayed in the list: "1st Level Manager" and "Use Group."

   Note  

   • 1st Level Manager is the manager specified in the user’s contact record.
   • Use Group is a group comprising several operators; it is a sample role that shows how you can specify a group as an approver.
   • You can select 1st Level Manager and view the JavaScript that defines the approver dynamically, based on the Contact Record of the requestor. Or, select Use Group and view the Expression that defines the approval role Use Group as SYSTEMS ADMIN.
4. Select Use Group from the list.

5. Modify the role information as follows:

   • Role Name: testRole

   • Description: testRole

   • Select the Define Approver option

   • Enter the following expression under the Expressions tab:

     $L.approval.role.user=callback.contact in $L.file

6. Click Add. A message that confirms the addition of the svcApprovalRole record is displayed.
7. Log out of Service Manager.

Step 2: Create an approval definition record

1. Type db in the command line, enter ApprovalDef in the Table field, and then click the Search icon.
2. In the Name field, enter SVCTest.
3. In the Group/Oper column of the table, enter testRole.
4. Click Add.

Step 3: Add an approval activity to a Catalog Item

1. Click Service catalog > Administration > Manage Items, and then perform a search for "Digital Badge."
2. On the Approvals tab, add "SVCTest" to the Request Level Approvals list.
3. Click Add/Edit Cart Item Approvals, and then click Edit Approval Activity.
4. Select the Role option, enter testRole in the Role field, and click Next.
5. Click Next, click Finish, and then click OK to save the update of the Catalog Item.

Step 4: Verification

1. Click Service Catalog > Order from Catalog.
2. Click Services > Browse Catalog > Personal Productivity Services > Authentication and Security > Digital Badge > Request > Next > Request Now.
3. Complete all mandatory fields, and then click Submit.
4. Log on to Service Manager, and search for the interaction that you just created. You should see two pending approvals on the Current Approvals tab. One is "General Approval" and the other is the new approval, in which the Approver is the contact of the interaction.

Related topics

Service Catalog approvals

Related topics

Update an operator record
Define approval activities
Approve a request
Deny a request